Gary began his financial career with a Bachelor of Science degree in Accountancy from Arizona State University in 1995. After graduation, he worked in corporate accounting for American Express on various project teams including: account reconciliations, systems’ integrity, and financial reporting. Beginning in 2001, he worked as a mortgage banker at Wells Fargo Bank. In 2005, he started his financial planning career with Edward Jones Investments and eventually became a branch manager with Raymond James Financial Services. In 2011, he completed the rigorous course work and passed the test to become a Certified Financial Planner™ and a Certified Public Accountant in 2012. He holds the following securities licenses: Series 7, 63, 9 and 10. He also holds life, health and disability insurance licenses.
Gary excels at taking a very broad view of his clients’ financial situation. He enjoys teaching and explaining in detail the principles, products, and strategies involved in carrying out a well-established financial plan.
Gary has a beautiful wife who he is very proud of, 6 children, and 2 grandchildren. Gary served a 2-year mission for his church at the age of 19 in Buenos Aires, Argentina where he gained valuable experience in working with people from all walks of life.