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 “Serving others 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
