As a wealth advisor, Genie focuses on our multi-family office services. She helps families plan for the pivotal issues of wealth management, from day-to-day administration to philanthropic and legacy planning. She is currently pursuing her Chartered Advisor in Philanthropy® designation.
A Memphis native, Genie graduated from Lausanne Collegiate School, the University of Colorado Boulder and the University of Memphis. As a former educator, Genie is a dedicated supporter of The Bodine School and Bornblum Jewish Community School. She is also an advocate for pet rescues like Tails of Hope and leads mission trips to Africa with Help the Least of These. Genie has fun with her three dogs and enjoys traveling, trying new wines and practicing yoga.