Gary uses a consultative approach to fully understand your financial wants, needs, values and goals. It is from this understanding that he works to develop a customized strategy and a timeline to help meet your objectives. Through regular reviews, Gary tracks the progress of this fluid plan to help ensure it meets the needs of your ever-changing life. He holds the Series 7 and 66 FINRA registrations.

Gary joined Merrill Lynch Wealth Management in 2012 and is a graduate of University of California, Davis. Prior to joining Merrill, he worked at clean tech startup companies focused on net-zero, sustainable property development and resource efficiency. He also spent time working for the City of Sacramento and the Mayor’s effort to bring clean tech innovation and solutions to the greater Sacramento area.

Gary spends his free time writing music, volunteering and travelling. He is passionate about protecting the environment and supporting local art and music. On weekends, he can be found performing at various venues around Northern California.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.