Our Qualifications

Granite Bay Financial Strategy was founded by Gene Williams, Jr. in 1999.  His career began in 1978 at Merrill Lynch and he has continued to offer financial services to his private client group for the last 41 years. Active Licenses include Series 7, 63, 65, 24, and 27.  He is also actively licensed for Life and Disability Income Insurance in CA and other states.  

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 as a Father-Daughter team for the last 16 years.  Active Securites Licenses include Series 7 and 63.  She is also actively licensed for Life and Disability Insurance sales in CA and other states.  

Granite Bay Financial Strategy offers clients an impressive depth of knowledge and experience in investment planning, insurance, and estate planning. 

Our professionals are well versed in a number of financial disciplines.  Our combined education and experience positions us to offer broad-based financial guidance to our clients.