Gene is a people-centric leader dedicated to building high-performing teams and sustainable careers in financial services. Driven by principled leadership and client impact, he currently leads a team of MDRT-qualified advisors as a Wealth Solution Manager. His exceptional ability to develop talent recently earned him a prestigious 2026 Top Rookie Manager Award.

Also leading strategic branding and recruitment initiatives, Gene is passionate about cultivating top advisors. Guided by the belief that “The money you make is a symbol of the value you create,” he offers purpose-driven professionals structured mentorship and long-term career growth.