Our Qualifications

Gene earned his Bachelor of Arts degree in mathematics in 1970 from Greenville                              

College. He then earned his Series 7-Registered Representative registration in 1990,

his Series 24-General Securities Principal registration in 1990, and his Series

65-Uniform Investment Advisor Registration in 1999.               

Angie earned her Bachelor of Science degree in marketing in 2000 from Jacksonville                      

University, Jacksonville, Florida. She then earned her Series 7-Registered

Representative registration in 2004 and her Series 66--Uniform Combined Investment

Advisor registration/state law exam.  

 

Gene and Angie are dedicated to developing lasting relationships with all their clients. 

They believe in helping each person become confident in assessing his or her financial                    

goals and participating in the financial management process.

 

One of the benefits of working with Gene and Angie is their ability to provide clear, easily         

understandable explanations of financial products and services.

 

The personal program that Gene and Angie can provide is a roadmap to working

toward a more secure financial future.