CERTIFIED FINANCIAL PLANNER®
Gene Gorrell, CFP®
“As a CERTIFIED FINANCIAL PLANNER®, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement spending strategy. This is a key piece for all of us. When we retire: we do not retire from investing, and: our tax situation changes. A CERTIFIED FINANCIAL PLANNER® is a key partner to an mid-career investor and to a retiree.”
Gene Gorrell, CFP® began his professional years as a design engineer, not very common for a CERTIFIED FINANCIAL PLANNER®. His analytical personality trait, inherited from his father, also an engineer, along with his curiosity and a growing passion for investing, led him to go back to college in 2013, and study financial planning.
After completing the Financial Planning Program at Bryant University, through the Boston Institute of Finance in 2016, the pursuit of stage two of his career began, and he was hired by Edward Jones & Co. in 2017. Since then, he has served many investors of all ages. Many clients have become friends, and many friends have become clients.
Gene launched Lake Country Asset Management, LLC, in 2024, and continues to passionately serve his clients and friends (who live from California across the Midwest to Florida) from his Wisconsin office.
Gene is happily married to his wife, Reneice, for 30 years as of August 2025, and has three wonderful children—two daughters, a son and daughter in law, and three beautiful granddaughters. If you can’t find him, look for his fishing boat on Lake Winnebago.