Gene Garrelts, CPA, CFP®
Shareholder // Market Leader
Gene is responsible for growing overall service for the Omaha market by managing all aspects of the value creation cycle and will work with the Omaha team to ensure a wow experience is being delivered. He also leads the Omaha office and helps clients solve problems and manage their financial and tax matters.
Gene received his bachelor‘s in business administration from Midland University and is a CERTIFIED FINANCIAL PLANNER™. He is active in professional and community organizations where he serves on the Salvation Army Omaha Area Finance Committee, Fellowship of Christian Athletes – Nebraska Foundation Advisor Board and the Lake Side Hospital Community Advisory Board.