Gene has been with MMA Centurion since its founding in 2006. He began working in the financial services industry in 2000.
Gene has built and maintained strong partnerships with plan sponsor clients to assure the proper retirement plan solutions are in place. Services provided include plan vendor consulting, expense analysis, investment due diligence, fiduciary governance, developing prudent practices, and employee communication & education. Gene works diligently to assure his clients have the most competitive retirement package that stays up-to-date with best practices and changes in legislation.
Gene is a graduate of Villanova University. He is an Accredited Investment Fiduciary (AIF). He holds FINRA Series 7 and 66 licenses and is insurance licensed in Pennsylvania and New Jersey.