7850 Edelweiss Court
Gary is a registered representative with Cambridge Investment Research, Inc. a Broker/Dealer and Member FINRA/SIPC, and a registered investment advisor representative with Cambridge Investment Research Advisors, Inc., a registered investment advisor ("Cambridge"). Gary is Series 7, 24, 63, & 65 licensed.
He has practiced in financial services since 1979, and in Boulder County, Colorado since 1982. Gary received his B.A. in 1977, an M.A from Denver University in 2011, and has distinguished himself with various professional designations and certifications, including the Certified Investment Management Analyst CIMA®, Chartered Financial Consultant ChFC®, Retirement Income Certified Professional RICP®, and Chartered Life Underwriter CLU® professional designations. (See “Our Qualifications”)
Through the 80's, 90's, and into the 21st century, our firm has guided clients through market and recession crises, a globalizing economy, the tech revolution, and the art-science of investing, including socially responsible investing ("SRI"). We serve families, individuals, small businesses, and foundations.
Gary is a member in good standing with the Investment & Wealth Institute (http://investmentsandwealth.org/home), the Society of Financial Service Professionals (http://national.societyoffsp.org/page/AboutUS), and the National Association of Estate Planners and Councils (www.naepc.org).
Honored to be among the most respected firms in the industry, Cambridge is a 12-time honoree in the Broker/Dealer of the Year annual poll by Investment Advisor magazine1 and has earned an overall average of 9 out of 10 from our advisors based on Cambridge's Annual Advisor Satisfaction Survey over the last 18 years.
Ranked among the top 10 independent broker-dealers by revenue2, Cambridge remains strong and growing, in part due to conservative financial strategies and the disciplined efforts of financial professionals in their independent businesses.
Cambridge strives to make a difference in the lives of its advisors, their clients, and its associates. Cambridge supports over 3000 independent professionals in 50 states nationwide who serve hundreds of thousands of clients.
1Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of advisors. Visit advisorone.com.
2Financial Planning magazine, June "FP50", 2012-2017.
Premier Service Team Member
OSJ, Cambridge Partners
COO and VP of Operations