Gary is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant.
He began his financial career with a Bachelor of Science degree in Accountancy from Arizona State University in 1995. After graduation he worked in corporate accounting for American Express. He worked there for 6 years on various project teams including: account reconciliations, systems’ integrity, and financial reporting. The last 2 years were spent and as a Team Leader managing a team of 10 accountants.
Beginning in 2001, he worked as a mortgage banker at Wells Fargo Bank for 4 years. In 2005, he started his financial planning career with Edward Jones Investments. In 2009, he became an independent financial adviser with Raymond James Financial Services. There he also served in the role of Branch Manager. He joined the Dynamic Wealth Management team in December of 2012.
Gary served a 2 year mission for his church at the age of 19 in Buenos Aires, Argentina where he gained valuable experience in working with people from all walks of life. He learned there that the eternal principles of honesty, respect for self and others, and hard work are universal.
Gary is married with 6 children and 3 grandsons. His wife, Veronica, is a Registered Nurse. Gary enjoys spending time with his family, playing basketball, and serving in his church calling.
Gary enjoys teaching and explaining the principles, products, and strategies involved in carrying out a well-established financial plan.
He holds the following securities licenses: Series 7, 63, 9 and 10 and is an Investment Advisor Representative. He also holds life, health and disability insurance licenses.
Gary's favorite quote:
“Far better is it to dare mighty things, to win glorious triumphs, even though checkered by failure… Then to rank with those poor spirits who neither enjoy much nor suffer much, because they live in a gray twilight that knows not victory nor defeat.”
