:: Retirement Planning (Accumulation & Distribution Strategies)
:: 401(k)/403(b) Rollovers
:: Fixed/Variable Annuities
:: Equity Indexed Annuities
:: College Saving 529 Plans
:: Investment Portfolio Analysis
:: Mutual Fund, Stock & Bond Investing
:: Managed Accounts
:: Life Insurance
:: Tax Advantaged Investments
Gary's experience in the financial services industry spans over 30 years. Drawing upon the knowledge gained throughout his career, Gary enjoys helping clients understand and take advantage of the vast array of products available in today's marketplace. First at Tower Investment Services and now Old National Investments, Gary feels privileged to partner with clients, and together, develop a sound financial plan and investment portfolio designed with their needs and goals.
When he’s not helping clients, Gary enjoys time with family and friends and working in the community. He is a past Board Member with Habitat for Humanity Fort Wayne and helped start the current Habitat Restore Outlet. Gary, and his wife Claire will celebrate their 40th anniversary this year. He has two daughters, Michelle and Amanda, and four grandchildren. When he's not involved in a home renovation project of some sort, he enjoys spending time on the water boating, sailing, and fishing.
:: Indiana-Purdue Fort Wayne, Associates Degree Program
:: The American College, Bryn Mar, PA, Chartered Life Underwriter
:: Series 6, 7, 22, 63, 65, 26 & 51 held with LPL Financial
Life, Accident & Health Insurance License in Indiana and Ohio