Gene provides cash and investment management services for homeowner’s associations and nonprofit groups, and employer sponsored retirement plans for corporations and small business owners. Gene takes pride in understanding each client’s financial position, goals and objectives. When building asset allocation strategies for clients, Gene executes the financial strategies needed to build the required asset base to meet their goals. In working with employer-sponsored plans, Gene helps to facilitate the entire process from employer compliance issues to working with plan participants. He also implements investment strategies that can provide for lifestyle continuation after retirement for these clients.