Gary views financial planning as more than just numbers. He sees it as a means to help people achieve their dreams of abundant living while optimizing their finances. Equipped with the knowledge gained from experience, Gary helps clients navigate the dynamic and evolving reality of their wealth.
As a fiduciary, Gary's approach to financial planning is highly personalized. He recognizes and respects the unique needs and circumstances of each client, tailoring comprehensive financial strategies specifically for them.
Gary's commitment to selfless service was honed during his time as a noncommissioned officer in the U.S. Army. Having served in several combat units and deployed to Iraq during the Gulf War in 1991, he learned the importance of loyalty, honesty, integrity, and respect in accomplishing the mission. Combining these qualities with nearly 20 years of experience in the financial industry, Gary provides the tools and education to help clients better steward their assets.
Licensed in 2006, Gary joined Brandywine Valley Financial Services in 2019 and holds the CIMA accreditation from the Investment and Wealth Institute. CIMA® is the international certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards.
Gary holds a Bachelor of Science in business administration from Northeastern University in Boston and has previous experience in sales roles within supply chain management.
When not assisting clients in preserving and growing their wealth and legacies, Gary actively contributes to his community. He volunteers at his church and serves as an assistant scoutmaster with the Boy Scouts of America, nurturing the development of well-rounded, values-based individuals within the younger generation.
Gary, along with his wife Michele and their three children, resides in Lansdale, Pennsylvania.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.