Gary began his financial services career in 1962 and established his own financial services firm in 1975. With his many years of diverse experience in financial services, his specialty is in Family Needs, Estate Planning, and Business Benefits. Helping clients build, manage, and efficiently pass wealth on to their heirs is a focus of his practice.
Gary`s professional credentials include: Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC), and AEP® designation. The AEP® is awarded to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. Gary has also been the recipient of numerous industry awards over his career. He is a Registered Representative of Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC, and is also fully licensed for insurance and annuity products.
Gary was married to his beloved wife Nancy since 1960. Nancy and his daughter Patricia both passed away in 2016. They have a son, Gary Jr. and daughter, Joni.