Who Am I

Fondest Memory:
We still travel with our children and grandchildren. Those are the best times.

Retreat:
I am partial to the mountains, so Colorado in the summer and Fall provide a relaxing time

Wildest Dream:
Having the financial resources to provide college scholarships, endow colleges, substantially fund non-profit organizations

Proudest Moment:
Weddings of my daughters

Alarm clock:
Usually wake up ready to go, so only use an alarm clock if I need to rise earlier than normal

Perfect day:
The one during which I am still breathing

First job:
Bailing hay

Indulgence:
Travel

Favorite movie:
The Ultimate Gift

Inspiration:
God

 

Gary has more than 35 years' experience in the investment business. He has structured a number of business ventures, provided tax consulting and due diligence services for various investments, and developed financial plans for clients. He is a licensed securities Principal (24) as well as an Investment Adviser Representative (65). Estate Planning Professionals maintains an Office of Supervisory Jurisdiction and Gary is the Securities Principal who reviews all the securities business and performs compliance responsibilities on behalf of our broker/dealer, Wall Street Financial Group.

Over the years, Gary has spoken to a number of groups on investment, financial and tax issues. Estate Planning Professionals and its associates, like Gary, has strategies that manage, minimize or mitigate the financial risks which most people face in their investment decision making.

Through reduction of risk, promoting the accumulation of retirement/savings funds and conservative investment strategies, Gary demonstrates to clients how to accumulate and protect investment assets. One of the areas in which he focuses is showing businesses how to implement retirement plans for employees and business owners that provide potential for everyone to make money in their retirement accounts, regardless of the investment choices they make.

Gary is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. He is also a licensed insurance professional.

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