Executive Wealth Manager
Youree is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has FINRA Series 7 and 66 registrations held by LPL Financial along with life, accident and health insurance licenses.
Youree believes the client is the single most valuable asset an organization can have. He is driven to provide sound financial advice/strategies to help clients pursue financial security through creation, growth and transfer of their wealth. Acknowledging that not all clients share the same insight regarding various aspects of financial planning, Youree works hand in hand to develop a comprehensive financial strategy with each client encompassing the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Prior to joining Genesis Wealth Management, Youree served as Wealth Manager with USAA, a Fortune 100 company where he was the trusted advisor to their high net-worth members.
He values dining out with his wife Emily, cracking “Dad jokes” with his daughter Finley and just trying to keep up with his son Harlan.