:: 401(k) Plans and Rollovers
:: Investment Management
:: Tax Efficient Investments
:: Fixed/Variable Annuities
:: Estate Planning
:: Pre and Post Retirement Planning
:: Tax Efficient College Funding - 529 Plans
:: Long Term Care
:: FREE Financial Consultation
More than 30 years of experience as a portfolio manager and supervisor set the groundwork for Gary's current role as a financial advisor. His work with bank customers has led him to a specialization in investment management, retirement and income planning. When not providing financial advice, Gary enjoys spending time with his family and friends.
Gary is a past board member of the Evansville ARC Foundation, the Mesker Park Zoo, the Wabash Valley Sports Center and Gibault School. He is currently a member of the Evansville Business Development Association and a lifetime member of the Indiana University Alumni Association.
:: Indiana University, B.S.
Securities Registrations (held through LPL Financial)
:: Series 7, 63, 65
Life, Accident & Health Insurance License
:: Licensed in Indiana