Gary appreciates the opportunity to combine his natural problem solving skills with helping people, resulting in a rewarding career in financial planning that spans more than 15 years. He works closely with his clients to understand their goals and develop a comprehensive financial plan that is tailored to their needs. Gary specializes in Social Security and IRA strategies and is well versed in traditional versus Roth IRA planning.  Gary is also a Five Star Wealth Manager (2022-2023)* award recipient.

In his free time, he enjoys following Big Ten football, beer tasting and cooking healthy living meals. He also supports the local food bank assistance program. Gary and his wife have two grown children and reside in Westfield, New Jersey.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.