Gary is a Partner and serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Gary brings over 35 years of experience in the wealth management industry. Prior to joining Creative Planning, he was the founder of an independent registered investment advisory firm that he managed and grew for nearly 20 years, where he served high net worth individuals and families and built a team of like-minded advisors. Gary’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals.
Gary earned a Bachelor of Science degree in Finance with High Honors from Illinois State University, and he earned a Master of Business Administration degree with Highest Honors from the University of Chicago. He also graduated with Honors from the National Graduate Trust School. Gary also is a Chartered Financial Analyst as designated by the CFA Institute and is a member of the CFA® Society of Chicago.
Gary and his wife, Joan, enjoy traveling, working in the yard, and spending time with family.
*See all Creative Planning disclosures and sources.