Gary has an unparalleled passion for helping others design the life they always envisioned. He prides himself in building lifelong relationships with each and every one of our clients, considering them an extended part of our family. Whether meeting at your kitchen table or your office, Gary enjoys nothing more than getting to know our clients on an intimate level and thoroughly understanding their unique goals, passions, aspirations, and hopes and dreams. Through these meaningful conversations, he is able to outline a financial roadmap that has a “real” purpose—allowing clients to take their financial health to the next level. One of Gary’s greatest pleasures is helping others turn their dreams into a reality, striving towards financial independence so they are able to live a much more fulfilled and rewarding life.
Gary brings over a decade of experience in the financial services industry in both personalized financial planning and risk management, which are key priorities for our clients. He truly believes in investing in one’s self, and through advanced training has earned the Certified Exit Planning Advisor (CEPA) designation. With this extra layer of education, Gary helps clients and other business owners take their companies to the next level. He implements a plan that strives consistently to improve their overall value and ultimately places them in the best position for a future monetization event.
Gary graduated from Fairfield University with both a B.A. and M.A. in finance. He was a member of their NCAA Division I lacrosse team where he was also a team captain his senior year. He is former President of the Fairfield University men’s lacrosse alumni association. Gary grew up in Yorktown, New York and is a former member of the Yorktown Chamber of Commerce Board of Directors. He is an active supporter of the law enforcement and first responders’ community, working closely with the Police Chiefs, Commissioners and other local PBA’s. He and his wife Danielle live in Westchester County with their daughter, Sienna Rose and son, Gary III.