If you ask Gina which of her qualifications best serves her in her multifaceted role, she likely won’t tell you it’s her more than 35 years of experience as a financial professional, her drive for personal excellence or her ability to diligently execute complex financial movements. Rather, she’ll say that it’s her openness to people – her genuine desire to know their lives and to help them pursue their goals.
Her skills, and that outlook, are what have made her such an integral part of the Fulcrum Wealth Consulting team.
As a senior registered client service associate, Gina is responsible for many of the administrative duties that turn a financial plan into a living and adaptable strategy. It is a role that demands an eye for detail and an understanding of nuance. Responsiveness is critical – life, business and the markets move fast.
Gina has been successful because she delivers on those demands while never losing sight of what the numbers represent in the lives of her clients. She is a font of cheer and humor.
Gina is a graduate of Shippensburg University where she earned a Bachelor of Arts in Spanish. She started her career as a financial services professional in 1987 in a savings and loan and soon moved into wealth management with Morgan Stanley. She holds Series 7 and Series 63 licenses. She joined the Fulcrum team in 2008 and quickly demonstrated her skills.
A Pennsylvania native, she now calls Colorado Springs home. Outside of work, she enjoys gardening, hiking with her dog, Coda, and attending concerts.