Have a question? Ask an expert
Our team of experienced professionals are here to answer any questions you may have.
"Every client’s financial situation is unique and that makes my job as a planner very interesting and enjoyable as we work together to find the appropriate solutions and make the necessary changes for success."
A Certified Financial Planner® (CFP), Gary has also completed the Registered Retirement Consultant (RRC®) designation and specializes in designing retirement strategies for clients. “I pride myself on providing excellent service to all my clients.” Gary takes the time to listen and understand all aspect of a client’s finances and is committed to their long-term financial wellness.
With over 20 years’ experience in the financial industry, Gary prides himself on making complex and sometimes stressful topics understandable and approachable. “The best part of my job is when clients thank me for providing sound advice and helping them achieve their financial goals.”
Gary will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
Learn more about the value of working with a financial advisor.
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.