After graduating from Converse College with a BA in Accounting and Economics and the University of Georgia with a Master’s Degree of Accounting and Taxation, Gena has enjoyed a career in the accounting and financial services industry for over 30 years. Gena’s experience and concentration are in the areas of maximizing retirement income, estate protection and preservation, and exit strategies for business owners. Gena focuses on the overall financial structure her clients enjoy rather than any particular product or plan. She shows clients how the proper structure and strategies can help withstand economic volatility and unexpected life events while providing flexibility and control.
Gena is a native resident of Landrum, SC and is blessed with a family which includes two daughters, a son-in-law, and a new grandbaby. She is a member of a local church and also enjoys equestrian sports, water skiing, piano, and spending time with friends.
Gena holds the Series 7, 65, 63, and 6 securities licenses and is an Investment Advisory Representative. She is licensed to sell life, health, and long term care insurance products in NC and SC.
Gena is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of Guardian.