Gene Shook

MBA, MSF - Vashon Office Senior Tax Consultant


Gene holds MBA and MSF degrees. He began his finance career in 1986 on the Foreign Exchange trading desk of Morgan Stanley. Gene began his own financial advising practice, NF Advisor, in 2009 and has been a tax preparer since 2011. In 2016 he managed a tax practice that filed over 1500 tax returns.

Gene earned his Master’s in Finance from Boston College, his Master’s in Business Administration from Nijenrode University, Amsterdam, and his Masters in Operations Research from Columbia University. Gene is a registered tax preparer and holds both a Series 7 and 66 Securities License, and holds securities registrations in WA, NY, OH, CO and AZ.

Gene has a passion for helping people. He enjoys helping clients understand and plan their tax and financial future. Outside of work, Gene enjoys golfing and presiding over The Seattle Gin Society.