Our Qualifications

Gary’s professional career spans more than three decades, and includes extensive experience in banking, life and health insurance, investing, retirement planning, and financial planning.  This broad diversity provides a keen insight to the objectives of our clients, and Gary’s personal knowledge often enables him to provide solutions unique to the individual client.


Gary earned his Chartered Life Underwriter® designation in 2002 and his Chartered Financial Consultant® designation in 2003.  He has a strong commitment to financial education and has taught money management and personal finance classes at two community colleges.  He has spoken at many civic organizations and has contributed financial articles to a number of publications.