Gary had been providing independent financial advice since 1985, dedicating himself to delivering the highest level of service to build and maintain long-term client relationships. His expertise centers on retirement income strategies, investment management, and wealth preservation.
A graduate of the University of Connecticut with a degree in Economics and a minor in Finance, Gary leverages his deep understanding of economic trends and financial markets to serve as a trusted advisor within his community.
Gary holds registrations as a Registered Principal with series 7, 24, 63, and 65 licenses, and he is also an Accredited Investment Fiduciary, reflecting his commitment to fiduciary responsibility and professional excellence.
Originally from Windsor, CT, Gary currently lives there with his wife, Kathryn. In his free time, he enjoys playing golf and spending quality time with friends and family.