Gary enjoys his role as a trusted partner with families and professionals. He believes that Financial Planning is a long-term, holistic process that is driven by clients’ personal goals and values.
Gary has been in the financial services industry for over 30 years and desires to apply both his life experiences and continual education to meet his clients’ planning needs.
Gary and his wife, Tammy, have been married 30 years and have lived in Arlington since graduating college and stay busy with their 4 children. As a family, they enjoy traveling to National Parks and Disney World, mission trips, camping, and rooting on the Texas Rangers.
Areas of Focus
Financial Planning
Retirement Planning
Asset Management
Education Planning
Designations / Licenses
CERTIFIED FINANCIAL PLANNER™ Professional learn more
Chartered Financial Consultant®, The American College of Financial Services
Registered Representative (Series 7) and Investment Advisor Representative (Series 66) with Cetera Advisor Networks LLC
Licensed Agent for Life, Health, and Disability with the Texas Department of Insurance
Professional and Community Involvement
Central Bible Church, Member and Volunteer
Education
Texas Tech University - Bachelor of Business Administration (BBA), Finance, Summa Cum Laude
University of Texas at Austin - Master of Business Administration (MBA), Finance, High Honors