Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

As a financial professional who specializes in helping people make the transition from work to retirement, he understands that you have questions about when and how you can retire. Rather than trying to be all things for all people, he focuses his practice on those who are preparing to retire and/or are retired. He can answer your questions and present mathematically proven strategies to help you prepare for a more comfortable retirement. A retirement in which you have peace of mind about your finances. A retirement where you can sleep well at night since you know that you have a secure financial future. Gene has received specialized training in Social Security benefits, Federal employees' benefits, & the Public Employees' retirement benefits systems for the states of AL, LA, MS, and TX. He helps his clients coordinate Social Security with their other sources of income by creating a retirement & income plan which seeks to maximize their income while it also seeks to minimize their taxes. He is passionate about increasing the financial literacy of the people he meets, whether they become clients or not. As an Investment Advisor, he is held to a Fiduciary Standard of care which means he must do what is in the best interest of his clients. Even before he became an Investment Advisor, he held himself to this same Fiduciary Standard. Since he began his career in April 1987, the philosophy he has lived by, in both his personal life and his professional life, is the belief that if he focuses on helping people get what they want out of life, he will get what he wants. It all starts with helping others get what they want! When asked what his goal is when he works with someone, Gene replies, “To help individuals, families, retirees, and business owners achieve the retirement they have envisioned through the use of proven financial strategies focused on a few key major areas. We show clients how to protect against loss and taxation, while at the same time increasing and safeguarding their hard-earned monies and assets. We bring institutional investment expertise to the individual investor. We provide a full range of investment management and advisory services to high net worth individuals and institutions and we bring those same investment plans and products to our individual clients. Our investment philosophy is based on the belief that the patient, steady, disciplined, and lower-cost path will serve you better than a lifetime of risk, volatility, chasing fads, and second-guessing."