Gary began his career in financial services in 1987 and holds the Certified Investment Management Analyst® (CIMA®) certification. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve.
Gary provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Gary graduated from Miami University with a degree in Business Management and was a four year letter winner on the wrestling team. He and his wife, Katie have four children and live in Mentor.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
