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.