Gena Wallis, AIF®, is a Senior Consultant at BayBridge Capital Group. Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees.
Duties: Co-managing the firm, directly managing the retirement consulting division of the business, and supporting clients in pursuit of their retirement plan goals.
Experience: Over 10 years building and servicing retirement plans in an independent, customized, and objective way.
CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Investment Fiduciary®
NAPA Certified Plan Fiduciary Advisor®
Series 7, 63, 65, and 31 Securities Licenses
NAPA’s 2021 Aces: Top 100 Retirement Plan Advisors Under 40
First Job: Rewinding movies, polishing scratched DVDs, and restocking the candy aisle at the neighborhood Hollywood Video.
Today: Eugene is a people-pleasing advisor who will do what it takes to help his clients retire well. He is a volunteering, scuba-diving, movie-watching, Chicago sports fan who can’t imagine passing up the chance to try something new. When he isn’t designing successful retirement strategies, Eugene enjoys spending time with his wife, exploring new cultures, and taking advantage of every opportunity this life has to offer.
Duties: Working directly with Corporate Retirement Plan Sponsors, Plan participants and Third Party Administrators through all stages of plan implementation and ensuring that all ongoing service needs are met. She conducts on-site and web-based educational seminars and assists with Investment Committee Plan reviews.
Experience: Crystal began her career in the Pension Industry in 2002 as Third Party Administrator specializing in Department of Labor compliance testing, Plan Design, and the administration of multi-faceted employee benefit packages. Crystal continued her career at Voya Financial as a Client Relations Manager before joining the BayBridge Team.
Qualified 401(k) Administrator (QKA) Designation from the American Society of Pension Professionals & Actuaries (ASPPA),
Series 6 & 63 Securities Licenses
California State Life & Health Insurance License
NAPA Certified Plan Fiduciary Advisor
First Job: Working at the local boutique on her college campus, the University of North Carolina at Chapel Hill. (Go Tar Heels!) She was also a member of the University Marching Band and enjoyed attending every home & away football game in her four-year tenure. The fun continued with floor/bleacher seats during ACC basketball season, which included a trip to the NCAA Final Four game in Indianapolis.
Today: When she’s not busy ensuring the best possible Plan Sponsor and Plan participant experience, Crystal enjoys spending time with her husband and family, serving at her church, attending kickboxing classes, playing her flute, and traveling the world.
Duties: Helping business owners establish retirement plans for their employees.
Experience: In 1990, Virginia started her own independent firm to help her clients find the right plan vendor, establish proper investment lineups, and offer plan participants a number of ways to invest through custom-designed model portfolios and target date strategies.
‘Top Woman Advisor’ 1 by NAPA Net for her excellence and contributions in the retirement plan industry.
First Job: The “clam girl” at Howard Johnson’s Friday-night bottomless dinner, refilling dishes of fried clams for hungry patrons.
Today: She joined the like-minded team at BayBridge Capital Group in 2020, where she continues to assist clients to manage their 401k plans. When she is not advising clients, Virginia serves her community as an honorary board member of HIP Housing and enjoys cooking for her family and friends.
1 Nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience, and accomplishments as provided by nominees.
Duties: Guiding clients toward wealth accumulation and financial peace of mind.
Experience: 35 years in financial services and working with individuals, families, and businesses in their holistic financial planning needs
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
First Job: Working the counter at H. Salt Fish & Chips.
Today: Michael is a passionate advisor who never passes up an opportunity to educate someone on the proper steps to wealth accumulation. His personal hero is Abraham Lincoln, whose honesty and leadership helped hold the United States together. When he’s not actively engaged in shaping the financial lives of his clients, Michael enjoys playing golf, spending time with his wife, staying active, traveling, and playing the guitar. Michael also volunteers regularly with SCORE, an organization that helps people read.
Duties: Delivering enhanced analytics and research in support of our investment strategies.
Experience: Over 20 years of professional investment management experience, specializing in research and analysis, portfolio consulting and due diligence.
Series 7, 63, and 65 Licenses
Chartered Financial Analyst (CFA) Charterholder
Chartered Market Technician (CMT) Charterholder
Chartered Alternative Investment Analyst (CAIA) Charterholder
Bachelor of Science in International Management from Brigham Young University – Hawaii
Served a two-year mission for his church in the Philippines where he became fluent in Tagalog.
First Job: During his time at BYU – Hawaii, Jim continued pursuit of his multi-cultural aspirations, learning Mandarin to fulfill his foreign language requirements while working as a Canoe Guide for the Polynesian Cultural Center, where he gave tourists 20-minute rides on a double-hull canoe.
Today: Jim continues his role as a guide in the markets, combining a vast understanding of industry trends with his aptitude for leveraging investment tools and technology to best support clients. When Jim is not busy analyzing, researching, or consulting, he enjoys reading, watching movies and spending time in nature hiking or lounging by the lake with his family and dogs.
Duties: Managing the BayBridge Benefits division of the firm and serves as a Benefit Consultant to his many clients.
Experience: Keith has been in the financial services industry for 12 years, working with Filice Insurance, Chrontel Inc., and Xilinx.
Bachelors in Psychology, Santa Clara University
MBA, San Jose State University
First Job: Serving up fried chicken at Great America.
Today: Keith is proud of the work he does, the clients he helps, and has a great appreciation for the subtle differences that each day presents. When he isn’t busy coordinating incredible benefit plans for individuals and businesses, Keith enjoys water skiing, snow skiing, camping, and spending time with his family.
Duties: Overseeing the firm’s operational processes, including implementation of strategic initiatives that increase efficiency and productivity. She provides key input into decisions regarding investment reporting, client deliverables, technology, and overall practices of the firm.
Experience: As BayBridge’s chief operations and design guru, Brandi doesn’t just design attractive presentations and build amazing spreadsheets (although, she does do those things pretty well!). Brandi draws upon her thirst for knowledge and passion for efficiency to craft a cohesive working environment that enhances BayBridge Capital Group’s ability to provide a more efficient and effective client service model.
BA Music Education, Summa Cum Laude, University of North Carolina at Pembroke
MBA, University of North Carolina at Pembroke
First Job: Greeting customers, scanning groceries (Code 4011 for bananas, you’ll never forget it!) and reconciling tills as a cashier and Front-End Manager at Winn-Dixie.
Today: When she isn’t busy designing communications or charting the path for BayBridge Capital Group’s financial services industry takeover, Brandi enjoys spending time with her family, actively serving in her local church, playing one of her many musical instruments, crafting and exploring the world.
Duties: Leading our comprehensive Client Experience. Responsible for daily administrative operations, as well as client outreach and the development & coordination of annual client events.
Experience: As a Special Events Director and managing large weddings, corporate & social events over the past 11 years, Rachel had the opportunity to become an expert multi-tasker with a passion for ensuring a seamless client experience. She brings that same desire for success and excellence to her current capacity, as she strives for innovative ways to develop and improve our overall client services.
Bachelor of Arts in Social Sciences, California State University San Marcos
First Job: Server for a local French-American Bistro in San Marcos, CA. It was here that she first felt the pride of positively impacting a person’s day through providing the best possible customer service – a feeling that continues to drive her career to this day.
Today: When she’s not busy opening accounts, managing the office and brainstorming for the next Client event, Rachel enjoys entertaining friends and family in her home, experimenting with new food (and beverage!) recipes and, most of all, spending quality time with her husband and their daughter.
Duties: Co-managing the firm, directly managing the private wealth side of the business, and serving over 50 families with holistic financial planning services.
Experience: Kevin’s career in financial services may be seven years young, but his journey to get to where he is today has equipped him well.
Bachelor’s in Economics and Women’s Studies, Cal State San Marcos
Series 7, 31, and 66 securities licenses
Life, Health & Variable Contracts Insurance Licenses
First Job: Mixing desserts on a stone slab at Cold Stone Creamery
Today: Kevin is a passionate fiduciary who goes to great lengths to help his clients reach their financial goals. He lives and breathes the Golden Rule, volunteers at Big Brother Big Sisters of the Bay Area, refuses to accept the status-quo, cites Warren Buffett as his personal hero, and can’t stop talking about the difference BayBridge Capital Group is making in the lives of his clients. When he’s not busy designing custom financial plans and disrupting the planning industry, Kevin enjoys riding his motorcycle, attending spin class, traveling, and enjoying his new role as “Dad.”