Gena joined The Vitale Group in 2019. She graduated from Western Kentucky University in 1990 with a degree in accounting. Gena is a Certified Public Accountant (CPA) with over 30 years of experience in the areas of individual tax preparation and planning and most recently spent six years as Treasurer of the College Heights Foundation at WKU. Gena has obtained all relevant securities licenses and uses her experience as a CPA, Treasurer of a nonprofit organization, and Client Specialist at Baird to provide tax, retirement planning, and estate administration support to our Financial Advisors.
Gena and her husband Greg have two children, a Cavalier King Charles Spaniel named Sam and a Berndoodle named Boone. She enjoys traveling and spending time outdoors.