Gary is gratified to be in a profession that helps him achieve financial independence for both clients and himself. As an Investment Advisor Representative, Gary has expertise in retirement income planning and investment planning. As Director of Business Development, his focus is building high quality, sustainable relationships. Throughout his career, Gary has always relied on relationships to build his business. He has felt gratified to see clients become friends over the years and is often invited to weddings and other celebrations. As he says: “My cup runneth over!”