Gina has a passion for helping clients achieve their financial goals through the development of a financial plan based on her client’s goals, timeline, and risk tolerance. She seeks to develop true partnerships with her clients to clearly identify their individual financial goals and dreams, and then work with them to implement a plan based on those dreams and goals.
Gina’s financial services career spans over 25 years. She joined UEIS in 2008 and is currently registered as an Investment Executive in 13 states. She received a Wealth Management Strategies certificate from The Investments & Wealth Institute® and is an Accredited Investment Fiduciary® (AIF). Gina has also been recognized as a member of the Million Dollar Round Table, the Premier Association of Financial Professionals®, who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.