With more than 20 years’ experience in wealth management, Gene’s goal is to use his skills and expertise to help provide clients with solutions to their financial concerns and build quality relationships with them. He received a B.A. in journalism from the University of North Carolina, Chapel Hill, and an M.B.A. from Tulane University. Gene is a member of the board of directors of the Thurston Arthritis Research Center and the Rotary. He is very involved in the Charlotte Jewish community. Gene and his wife, Amy, have one son, Andy, and two daughters, Julie and Sophie. He enjoys all sports.

Catherine feels that wealth planning is the perfect career for her background in psychology and desire to help clients focus on their financial future. Which is not only why Catherine chose the financial services industry, but more importantly, it is why she chose to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Catherine earned a B.A. in psychology from the University of Georgia and completed the financial planner program at Queens University of Charlotte. Catherine and her husband, Erik Kloppenborg, have three cats Athena, Rosie and Georgia. Catherine is an avid runner.

Shelly began her career in the financial industry in 1989. She recently celebrated her 12th year of service before joining Marx Wealth Management in December 2007. A native Texan, Shelly transferred from UBS in Austin, Texas in September 2006. She has also held a position as Senior Cashier at Smith Barney for 9 years. Shelly's extensive experience and skills enhances the quality of service to our clients. Shelly lives in Salisbury, NC with her husband Bucky and her 13 year old son Taylor. Shelly loves to spend time with her family; garden and watching her youngest son play sports.