Gabe serves as a Wealth Manager, working closely with his clients to develop, implement and maintain personalized financial plans designed to address their goals and concerns. Gabe practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, business succession planning, education planning and charitable planning. Gabe’s approach is to gain an understanding of what his clients want to accomplish and recommend solutions and strategies which are in alignment with their goals.
Gabe brings to his clients more than 14 years of experience in the financial services industry. Prior to joining Creative Planning, Gabe was a Senior Wealth Strategist at a national investment firm where he served high net worth individuals and families.
Gabe earned his Bachelor of Science in Business Administration degree from the University of Missouri-Columbia. Gabe is CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and is a Certified Private Wealth Advisor® professional.
Gabe serves on the Finance Committee for the Center for Hearing and Speech.
Gabe and his wife, Michelle, have three children – Emma, Finn and Brody. In his spare time, he enjoys watching his children participate in their various activities and spending time with his wife Michelle. If there is any time remaining after that, he’s most likely to be on the golf course or walking their yellow lab, Molly.