Experience

Serving you: With over 30 years of financial services and wealth management experience, Gene truly enjoys his work. He dedicates his time building long-lasting relationships with clients, their families, friends and colleagues. He specializes in working with individuals, families, private corporations, non-profits and retirement plans. Through his discovery process, Gene works towards earning his clients’ trust by helping identify and address issues that are important to them, resulting in successful outcomes.

Prior to joining UBS, Gene was a Managing Director of Trust & Fiduciary Services at a large commercial bank, where he was a member of their Wealth Management Executive Management Team.  With experience in Trust Administration, Operations, Personal and Institutional Trusts, Financial Planning, Philanthropy and Qualified Retirement Plans, the breadth of Gene’s knowledge of the industry is expansive.

Credential and Experience
• B.B.A. in Trust & Investment Management, Campbell University
• Minor in Financial Planning, Campbell University
• Graduate – National Graduate Trust School, Northwestern University
• FINRA Series 6, 7, 26, 63, 65
• NC Life & Health License

Get to know Gene: Gene is very active in the community and currently serves on three community focused boards. He was born and raised in Charlotte and currently lives with his wife in Angier. In his free time, Gene enjoys offshore fishing, golf, outdoor activities and spending time at the beach.

Serving you: Terri delivers highly specialized administrative support services on behalf of the team.  She is primarily responsible for team organization and administration as well as ensuring client satisfaction by helping create a customized client experience. Terri also serves as part of the team’s investment committee, reviewing client portfolios and trade execution, scheduling and preparing for client meetings and is head of marketing for the team. With an extensive background in operations, she utilizes her experience and industry knowledge to help clients find solutions to the challenges they face on their path to achieving their financial goals, building strong relationships along the way.

Credentials and Experience: Bringing decades of comprehensive financial services experience, Terri joined Totalis Wealth Consulting in 2025. Prior to joining the team, she held various roles within the industry including Branch Cashier, Branch Operations Manager, Branch Manager’s Assistant, Senior Registered Client Service Associate and Wealth Strategy Associate and most recently a Team Administrator for a multi-faceted Institutional Consulting team. She holds the FINRA Series 7, 63, 65 licenses.

Get to know Terri: Terri and her husband live in Wilmington, North Carolina with their three children. Outside of the office, Terri enjoys spending time outdoors with her family and friends, traveling, enjoying nature and is a fitness enthusiast.

Serving you: Elizabeth brings a dynamic blend of client-focused expertise and relationship-building acumen to our team. With a strong background in client servicing, relationship management, and training, she excels at creating meaningful connections that foster long-term partnerships.  Her natural ability to understand client needs and deliver tailored solutions makes her an invaluable asset to both our organization and the clients she serves. Elizabeth's collaborative approach and dedication to excellence ensure that every interaction is both professional and personable.

Credentials and Experience: Elizabeth holds a Bachelor of Science in Sociology with a Minor in Psychology from the University of Utah. She is actively preparing for her FINRA Series 7 & 66 examinations.

Get to know Elizabeth: Elizabeth enjoys spending time with her family and her goofy dog, Hamish. A true foodie at heart, she loves exploring new restaurants, trying different cuisines, and discovering hidden culinary gems in her community. Elizabeth is also a trivia enthusiast who enjoys testing her knowledge and competing in local trivia nights.