Gary is a managing director and advisor based in Wealthspire’s Salisbury, MD office. He has been serving clients on the East Coast as a Certified Financial Planner for over 25 years, using his credentials and prior career in banking to help clients manage their personal financial statements, cash flow, retirement goals, business continuation, and personal estates. The mission statement behind his daily work is “we serve other to make lives better.”

Previous Experience

  • Founder and Partner at Strategic Wealth Management Group, LLC. (StratWealth)
  • First National Bank of Maryland (now M&T Bank)

Education & Credentials

  • BS, Salisbury University, Business
  • Certified Financial Planner (CFP®)
  • Certified Estate Planner® (CEP)
  • Chartered Retirement Plan Specialist® (CRPS)
  • Accredited Investment Fiduciary® (AIF®)

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.