Gary’s previous experience at national brokerage firms, The Federal Reserve Bank of Dallas, Fidelity Investments, and Putnam Investments has afforded him broad and valuable financial industry understanding.
Gary serves a wide variety of clients spanning newer investors looking to build wealth and those seeking retirement income. He provides individualized advice to clients based upon careful consideration of personal needs.
In his spare time, Gary enjoys reading a variety of financial publications, golfing, and working out.
Senior Client Service Associate