Advisory Team
Each Yellowbrick plan is designed by an advisor who knows your situation in depth, supported by specialists across tax, law and investment management.
Founder
Founder & Chief Executive Officer
Gene has worked in financial services since 2013 and founded Yellowbrick Financial in 2019 to replace product-first selling with structured, research-driven planning.
He specializes in tax strategy for business owners, wealth and asset management, and advanced insurance structuring for high-net-worth families, and leads the design of the Yellowbrick Arch. He studies the markets daily, from interest rates and inflation to global equities, and brings that discipline to every client plan.
Our Advisors
Senior Financial Professional
Erick Alvarez is a Senior Financial Professional at Yellowbrick Financial, where he advises business owners and families on tax strategy, wealth preservation and retirement income. He brings a disciplined, research-led approach to every engagement, designing and overseeing plans built for the long term.
Senior Financial Professional
Kimberly Clement is a Senior Financial Professional at Yellowbrick Financial, where she advises business owners and families on wealth protection, employee benefits and long-term financial planning. She brings a considered, client-first approach to every engagement, coordinating each element of a plan so that it serves both the business and the family behind it.
Beyond Our Advisors
Each plan is developed with independent specialists from our network and coordinated with the advisors you already trust.
Every engagement starts with a private consultation: an unhurried look at what you have built and where a coordinated plan can serve you best.
Book a Private Consultation