Gary is a licensed insurance professional with over 30 years’ experience and a deep understanding of the challenges that come with life in retirement. He is dedicated to helping clients develop sound money strategies focused on reducing taxes, replacing paychecks with retirement income, and protecting hard-earned assets.

Gary works with pre-retirees, retirees, business owners, and professionals by offering alternative, safe solutions tailored to their retirement needs. His approach is centered on the Three Pillars of Retirement Planning: Protect from market loss and long-term care events, Preserve using Safe and Productive Growth vehicles, and Distribute assets using proven, sound and safe money strategies.

Above all, Gary is committed to educating and empowering his clients, helping them work toward the ultimate goal: a confident, stress-free retirement.