Gary provides advanced-level wealth management and financial strategies to the unique needs of accomplished professionals, upper-management corporate executives, and owners of successful privately held companies - with a minimum account size of $1 million. His goal is to become each clients’ primary source of wealth management advice. To this end, he concentrates his efforts and solid experience on developing long-term relationships. Clients can expect a frequent dialogue; including regular face-to-face wealth management planning reviews, investment performance reviews, lending and credit reviews, and goal-oriented integration of their entire wealth management process over time.

Areas of Focus:

• Asset Allocation[1] and Wealth Preservation
  

• Integrative Wealth Management Planning
  

• Investment Consulting and Wealth Management Services
  

• Tax Minimization[2]
  

• Estate Planning Strategies
  

• Stock Option Analysis / Maximization
  

• Concentrated Stock – Hedge and Diversification Strategies
  

• Lending and Liability Management
  

• Charitable and Endowment Planning
  

• Business Valuation and Succession Planning
  

• Executive Retirement Plan and Deferred Compensation Strategies
  

Gary received his Bachelor of Business Administration from the University of Texas at Austin in 1990, and began his career at Merrill Lynch Wealth Management in 1992. He holds the CFP^® certification, awarded by the Certified Financial Planner Board of Standards, Inc.

When away from the office, Gary enjoys spending time with family and friends, sailing, and snow skiing.

[1] Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

[2] Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

[3] Banking and Lending services provided by Bank of America, N.A.