For over three decades, Gary has been the trusted advocate of successful business owners and professionals, providing expert guidance in financial, estate, and business planning. His expertise lies in crafting bespoke strategies that not only reduce clients' tax burdens but also optimize their investment portfolios, insurance, and overall planning.
With a Master of Science degree in Financial Services and prestigious designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP®), Gary's credentials exemplify his commitment to excellence.
Gary's influence extends beyond his extensive educational background. He has authored numerous articles and has been an educator in investing and financial planning. He conducts continuing education courses for accountants, attorneys, and financial advisors, and he is frequently requested as a speaker at various accounting, legal, and financial services forums.
Through his wealth of experience, Gary is instrumental in crafting personalized estate and business succession plans, not only for his direct clients, but also for those of financial advisors across the nation.
Gary's contributions go beyond his professional life. He has served as the President of the Society of Financial Service Professionals, The American Heart Association, and The Brady Kohn Foundation for umbilical cord blood donations. Currently, he is an active member of the Estate and Financial Planning Council of Southern New Jersey and the Southern New Jersey Development Council.
Gary holds multiple investment licenses, including those as a Registered Securities Principal, Municipal Securities Principal, and Financial Operations Principal, further exemplifying his dedication to his clients' financial well-being.
Residing in Voorhees, New Jersey, with his wife Chris, Gary's family includes his two daughters and their families. Beyond his professional pursuits, Gary is a collector of Disney memorabilia and a martial arts instructor.