Gary advises clients on investment, retirement, education, tax and estate planning issues. He joined the organization in 2004 and has more than 15 years of experience within the wealth management industry, as well as 20 years of experience in the Information Technology field.

Gary earned a BS degree in Engineering from the University of Virginia in Charlottesville in 1981, and a Masters of Business Administration from Rollins College in Winter Park, Florida in 1992. He is a CERTIFIED FINANCIAL PLANNER™ professional.

He has been a member of the Financial Planning Association since 2004, the Beta Gamma Sigma business honor society since 1992, and the Tau Beta Pi national engineering honor society since 1980.

Gary resides in Leesburg, VA with his wife and has two children. In his spare time, he enjoys distance running and other exercise.