With more than two decades of experience in wealth management, Gina has insight and wisdom that only comes with time and advising clients through varying life phases and market cycles. Working with clients across the country, often with multiple generations, Gina helps her clients make financial decisions that consider all aspects of their lives. Rather than viewing each situation as a series of numbers on a spreadsheet, she takes the time to truly get to know her clients and understand what’s important to them today and throughout their lifetime. To Gina, wealth management is about more than just assets—it’s about people. Taking into account all the pillars of wealth management; investments, retirement, long-term care, insurance and estate planning services, Gina strives to understand each client’s life goals. She does this by collaborating with her clients to deliver coordinated solutions. The bottom line is to help simplify the complexities of investing. Gina began her career at Salomon Smith Barney in 2001 before joining UBS, where she spent 17 years building a successful business. In 2022, Gina transitioned with Stacey, Kasia and their clients to RBC Wealth Management, where she has access to the firm’s vast resources. Gina is the founder of Kinetix Wealth Group and is a board member for the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of WAFA is to recruit, retain, and enhance the productivity of women financial advisors at RBC Wealth Management. Gina holds a bachelor’s degree in business administration with a focus in finance, has passed the Series 7, 63 and 66 exams and holds life and health insurance licenses. In addition, she is a Certified Plan Fiduciary Advisor® professional.

As a carrier of the BRCA1 genetic mutation and a previvor, Gina is also a passionate volunteer for FORCE (Facing Hereditary Cancer Empowered) an organization that’s mission is to improve the lives of individuals and families facing hereditary cancer. When Gina is not working and volunteering, she enjoys pursuing new adventures and experiences, from enjoying the outdoors to playing golf, tennis and traveling. Though Gina’s office is based in New York City, she resides on the North Shore of Long Island in Port Washington with her husband, Peter, and three children, Lucia, Josie, and Franco.