Gary serves as a Wealth Manager, working collaboratively with his clients to create and maintain customized and comprehensive financial plans that address all aspects of wealth management including retirement planning, education planning, risk management, estate planning, investment management and tax planning. Gary's approach focuses on gaining a deep understanding of his clients' circumstances and working with them to achieve their goals.
Gary offers more than 17 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Gary was a Wealth Manager at a large, independent investment advisory firm.
Gary earned a Bachelor of Science degree in Computer Science from the University of Virginia and an MBA from Rollins College. Gary is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Gary and his wife have two grown sons – Jeffrey and Conner. In his spare time, he enjoys exercising, cheering for all UVA sports, and spending time at Smith Mountain Lake with family and friends.
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