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)

 


Few things can dampen the excitement of seeing the delivery of a long-awaited package on the porch than three words—“some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated assortment of parts, or the sinking feeling that you don't have the right batteries in the closet, sometimes the hard work comes after the delivery truck has driven off. And like any complex assembly, whether it's a 1,000-piece puzzle, a kid's shiny new bike, or a plan to navigate tricky economic times, the amount of pieces to collect and put together can be daunting. But the assembly can certainly be made easier with a well-formulated plan, the right tools, and the LPL Research Midyear Outlook 2015: Some Assembly Required as the blueprint for success.