Gary provides his clients with comprehensive long-term financial planning and investment management strategies that are tailored to each client’s needs. He uses a collaborative process with his clients to fully understand their goals, time horizon, values and tolerance for risk to craft customized financial plans to help them achieve their objectives. Gary works closely with each client to review their plan and make adjustments as needed to keep them on track.

Gary believes strongly in giving back to his community. He is the current President of the Rotary Club of Dunedin North; serves on the board of the Dunedin Cares Food Pantry; serves as a trustee of the Dunedin History Museum; and, is active in the annual American Heart Association Heart Walk of Tampa Bay. He has previously served on the Pinellas Council of The Community Foundation of Tampa Bay; as a board member for the Greater Palm Harbor YMCA; and, as a Unified Partner with Special Olympics Pinellas County.