Gene A. Schnabel

Gene Schnabel retired from our practice & the profession in 2022. Our entire team misses his professional expertise and kind heart in the day-to-day pace of our office.

Gene and Jason first were first introduced in 2010, and over conversations that spanned a few years decided that their approach to working with clients was common. From 2012, they worked together to provide education & solutions to our clients and for several community credit union relationships.

Gene’s work in incorporating TRUE financial planning into his client discussions early in his career places him as a leader in the profession. His impact on our practice will continue to be felt in our financial planning service for years to come.

Gene has moved on to expanding his work in non-profit fundraising for Safe Harbor, a non-profit organization focused on providing housing for special needs adults.

^{*Gene Schnabel does not currently hold securities or advisory licenses, and is not affiliated with First Allied Securities/Cetera Financial Group.}