Gary, standing above at his private Boulder valley office, has practiced in the financial industry since 1979, and in Colorado since 1982.  His unique abilities focus on listening to his clients' needs and goals, creating customized plans and investment strategies, and carefully executing and managing those plans to pursue the client's ongoing and changing requirements.  

His specialities include personal retirement and investment management.  As well, he brings decades of experience in estate and small business planning, and socially responsible investing (SRI). 

Professional designations include ChFC®, CIMA®, RICP®, and CLU®.  He also has a masters degree from Denver University.  (see "Our Qualifications" tab)