Charles E. "Gene" Roe, MSFS, ChFC, CAP, CLU
Gene continues to service and grow his relationships with his personal clients. He considers it a privilege to be allowed to assist in the achievements of their dreams and passions. In order to better serve his clients, Gene has earned several professional degrees and designations such as Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Leadership Fellow (CLF), Master of Science in Financial Services (MSFS), and Chartered Advisor in Philanthropy (CAP).
In June 2015, Gene was commissioned as Deacon in the Rio Texas Conference of the United Methodist Church. His appointment includes a part-time staff position at Coker United Methodist Church as the Director of Resource Development, as well as assisting the broader Rio Texas Conference and other non-profits with financial stewardship and philanthropy. Gene and his wife, Tami, reside in San Antonio and have two daughters, Catherine and Melanie.
Gene holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, 65 and 24 securities registrations. In addition he is licensed in Life, Accident, Health and HMO by the Texas Department of Insurance. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services.