Gary joined the team in 2013. After two years of focusing on the technical analysis side of the Investment Consulting services for the team, Gary earned his CERTIFIED FINANCIAL PLANNER™ designation. Drawing on the technical knowledge from early in his career and a propensity for building genuine relationships, Gary is able to provide exceptional and personalized Financial Planning solutions. He views every client as a partner, and values teamwork, trust, and communication as key components in working together towards financial freedom.
A Charlotte native, Gary returned to work in his hometown after graduating from Furman University, where he played varsity football, and developed a deep interest in Financial Wellness while earning his bachelor’s degree in business. Gary enjoys spending time outside of work with his wife, Katherine, and twin children, Chloe and Benjamin (Benji)!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.