Gena M. Mickschl

Managing Partner

Gena Mickschl entered the Financial Services Industry in 2001 as an Internal Wholesaler for Allianz Life Insurance Company.  She joined Gene Williams, Jr. in 2003 and has enjoyed working together as a Father-Daughter team. 

Gena has spent the last 19 years dedicating herself to providing sound financial advice coupled with the highest level of customer service.  She strongly believes in a consistent and diversified long-term investment approach, while managing risk and protecting gains whenever possible.  She enjoys helping clients understand the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. 

Gena has her Series 7 and 63 Securities Licenses along with her Life Insurance License (CA 0E00407).  She is securities registered in , AZ, DC, GA, HI, MN, NV, NY, OR and WA.   Educational background includes a Bachelor of Science degree in Finance from California State University, Sacramento.  

Phone (916) 780-5296
Fax (916) 848-3494