Office Location:
402 E. Rutherford Street
Landrum, SC 29356
After graduating from Converse College with a BA in Accounting and Economics and the University of Georgia with a Master’s Degree of Accounting and Taxation, Gena has enjoyed a career in the accounting and financial services industry for over 30 years. Gena’s experience and concentration are in the areas of maximizing retirement income, estate protection and preservation, and exit strategies for business owners. Gena focuses on the overall financial structure her clients enjoy rather than any particular product or plan. She shows clients how the proper structure and strategies can help withstand economic volatility and unexpected life events while providing flexibility and control.
Gena is a native resident of Landrum, SC and is blessed with a family which includes two daughters, a son-in-law, and a new grandbaby. She is a member of a local church and also enjoys equestrian sports, water skiing, piano, and spending time with friends.
Gena holds the Series 7, 65, 63, and 6 securities licenses and is an Investment Advisory Representative. She is licensed to sell life, health, and long term care insurance products in NC and SC.
Gena is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of Guardian.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
