A trusted industry advisor, Gene Forsythe has more than 30 years of experience helping corporations design and implement executive benefit plans and guiding executives in creative financial planning. Gene holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations. 

Gene has a degree from Rice University in Electrical Engineering and Economics, as well as a Master of Science in Financial Services (MSFS) from the American College of Financial Services.