Broker Check
Gene A. Schnabel

Gene A. Schnabel

Associate Emeritus

Gene Schnabel, a valued member of our practice, retired from both our team and the profession in 2022. The entire team deeply misses his professional expertise and kind-hearted presence in our daily operations.

Gene's journey with our practice began in 2010 when he was introduced to Jason. Their shared vision for client-focused approaches led them to begin working together in 2012, providing education and financial planning solutions to all clients.

As a pioneer in incorporating TRUE financial planning into client discussions early in his career, Gene emerged as a leader in the profession. His impactful contributions continue to resonate within our practice, influencing our financial planning services for years to come.

In his retirement, Gene has chosen to expand his efforts in non-profit fundraising for Safe Harbor, an organization dedicated to providing housing for special needs adults. While he is missed in our daily operations, we celebrate Gene's ongoing contributions to the community and wish him success in his endeavors with Safe Harbor.

*Gene Schnabel does not currently hold securities or advisory licenses and is not affiliated with Osaic.