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B. Eugene “Gene” Burkett, CPA, MBA

B. Eugene “Gene” Burkett, CPA, MBA

Co-Founder and Family Wealth Advisor


Gene is dedicated to helping clients achieve family or business success by helping them establish practical and sound tax and financial processes. Focused on tax, accounting and wealth management services, he is committed to delivering customized tax and financial services that meet each client’s unique objectives.

Gene is a member of the Florida Institute of Certified Public Accountants and is a Certified Public Accountant licensed by the States of Florida and Texas. Gene is also a Registered Securities Representative, (Series 7, 63, and 65), and holds a State of Florida Insurance License-Health, Life & Variable Annuity.

Gene has over 30 years experience in finance and accounting, including 6 years of experience with an international accounting firm managing a diverse client base of large and medium size corporations. He also served as the Chief Financial Officer of several public and private companies and has significant governmental experience including 10 years as the Associate Superintendent of Business and Finance/CFO for the Brevard County School District in Florida.

Gene is a dedicated member of the Brevard County community. He served as District Governor for Rotary International District 6930 and has been a member of Rotary since 2006 when he joined the Merritt Island Rotary Club. He is Past President of the Club and has served at the Club’s Treasurer for several years. Gene is a multiple Paul Harris Fellow with Rotary International Foundation. Gene is a graduate of the University of Texas at El Paso where he received his Bachelor's Degree in Accounting and a Masters of Business Administration.

Gene has been married to his high school sweetheart, Linda for 44 years. They have a daughter who is an Advanced Registered Nurse Practitioner, and a son who has a degree in Finance and recently became a Licensed Financial Assistant. Gene and Linda have three grandchildren. Gene’s hobbies include golf, cooking and scuba diving.