About

With 38 years in the insurance industry and 33 years in securities, Gary has developed a financial planning practice in which he specializes in the areas of wealth accumulation and preservation, pre-retirement and post retirement planning, income distribution planning, tax planning, and estate planning. His belief is that sound, prudent planning starts with an academic approach, which involves the coordination of banking, investing, insurance, tax strategies and a solid estate plan. He seeks to identify and isolate financial threats and share innovative solutions that could save from costly mistakes.

Gary graduated with honors, holding degrees in Business Administration with an emphasis in Finance and Economics from both the University of Florida and the University of South Florida. He has hosted numerous speaking engagements throughout the southeast. He also helped to develop a new financial division within a major insurance corporation. Gary is a believer in continuing education and attends educational seminars all over the country. His philosophy of being a perpetual student has kept him abreast of the most successful planning strategies, which in turn, has provided significant added value to his clients.

Personally, Gary is a devoted husband and proud father of two ambitious children. He is active in his church and community, having served with numerous associations. He is an avid outdoorsman who enjoys white water rafting, hiking and travel.