About Gene.

As the Founder and current President of Quest Financial, I have had the great pleasure of extending out my wealth of experience in the financial services industry to many AT&T, Ford, and GM employees and those from other industries. I have worked with mutual funds, annuities, pensions, and other areas related to both wealth management and retirement planning.

Over the course of my career, I have given many public speeches and seminars to individuals looking to learn more about their options for retirement and the necessary steps needed to be taken to enjoy their retirement stress-free. I believe that my ability to both empower retirees and financially educate them has been the backbone of what Quest Financial does and why we have been so successful. 

  • Walsh College - Masters in Finance and Management Services
  • William Tyndale Collage - Bachelors in Counseling Psychology and Business Administration
Licenses & Certifications
  • NEA - National Ethics Association
  • NAIFA Membership Certificate