Applying his many years of experience in the investment industry (since 1982) Gary provides trusted financial counsel on all essential financial matters, with a special emphasis on retirement and longevity planning. His strong listening skills, sense of empathy and approachable demeanor help clients feel comfortable with sharing their personal goals and aspirations, as well as their challenges and concerns.
Gary joined First Western Advisors (FWA), now one of Utah’s oldest independent advisor practices, in 1984 after two years with New York-based brokerage Kidder, Peabody & Co. Earlier in his life, he worked at Sorenson Research/Abbott Laboratories, where he worked for businessman and philanthropist James L. Sorenson in various finance and accounting roles, including involvement in the acquisition by Abbott Labs, a Fortune 200 company.
FWA’s philosophy reflects Gary’s client-centric approach, handling financial affairs with the utmost care and working closely with clients to create and preserve wealth. On any given day, you can find Gary involved with investment committee and client meetings, investment management decisions, investment research and branch office supervision.
He serves on the board of the Frances W. Burton Foundation, a charitable organization that continues the legacy established by Frances Wattis Burton by supporting charities whose mission is to serve children and the underprivileged.
Gary earned a Master of Business Administration and a bachelor’s degree in finance from the University of Utah’s David Eccles School of Business. He attended on leadership and athletic scholarships and graduated Magna Cum Laude. He is a member of Phi Eta Sigma, Phi Kappa Phi and Beta Gamma Sigma. Gary is from Sandy, Utah, and lives there today with his wife, Lisa. They have five children, Emily, Jeffrey, Ashley, Scott, and Elizabeth, and 12 grandchildren.
In his free time, Gary enjoys reading (especially history), exercising, boxing, and golfing. He is an avid sports fan. Gary also has an extensive history of church and civic volunteer work.
Raymond James is not affiliated with the above organizations and/or charitable causes.