Very few decisions in life are black or white. We guide clients through the various shades of grey to find solutions that work for them.
Gary has a passion for helping his clients reach their goals. “I can’t think of a career that is more rewarding.” says Gary. “It combines my technical problem solving skills with the opportunity to help people. This makes for some very rewarding days.” Being a fiduciary and working solely in the clients’ best interests is very important to Gary. “There are very few black and white options. There is a lot of grey in the world, and our job as fiduciaries is to outline the pros and cons of these options to assist clients in making and implementing the best solutions for their situations.” We partner with the client to determine the right solution for them.
As a senior financial planner on the team and a CERTIFIED FINANCIAL PLANNER™ (CFP®), Gary helps set the strategic direction and process for the firm’s financial planning process and discipline. He is a professional who works closely with his clients to understand them and their goals, so that he can develop and implement a comprehensive financial plan that is custom tailored to them. During this process, Gary gets to know his clients very well and they really enjoy working with him. He collects and analyzes their information, specific financial goals, income and expenses, investments, retirement plans, risk tolerance, insurance coverage, and estate matters to put together a holistic plan that meets his clients’ needs.
Gary’s specializes in Social Security and IRA strategies (e.g., Roth IRA conversions, contributions, distributions, rollovers, and beneficiary designations and their implications), and has made a variety of presentations to CPAs and the public on these topics. He is considered an expert in strategies for traditional vs. Roth IRA planning.
Prior to switching to a career in financial planning and joining AEPG, Gary worked as a systems analyst, coordinating, designing, and implementing business solutions and working closely with clients to solve their business needs. This technical experience has provided Gary with the mindset to excel at financial planning.
Gary holds the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation. He was a member of the public awareness committee of the Financial Planning Association of New Jersey (FPANJ) and has been quoted in The New York Times, Wall Street Journal and Financial Advisor Magazine. He earned an MBA from Pace University and a bachelor’s degree from the University of Delaware. Outside the office Gary enjoys Big Ten football, biking, beer tasting and cooking healthy living meals.