Phone: 800-888-5164 ext:220
Investment Advisor Representative
Gene joins FourStar Wealth Advisors with over fifteen years of financial experience. He was a prior owner of several restaurants and was also formerly part of the Lettuce Entertain You Restaurant Group in Chicago. Gene holds a bachelor’s degree in Marketing and Economics from Fairleigh Dickenson University and has earned his Series 6, 7, 63 and 66 investment licenses. Gene is an Accredited Investment Fiduciary (AIF), is licensed to sell all lines of insurance, and is pursuing designations as a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
Gene works closely with employers to help manage 401k plans and group benefit plans and teaches financial planning essentials to help associates achieve their personal financial and retirement goals.
Gene likes to play hockey and compete in triathlons. He currently lives in Chicago with his wife AnaPaula.