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Put simply, your goals are my goals.

My practice is built on a singular focus:  create strategies designed to help you manage and preserve your wealth and provide the comprehensive guidance and service you expect and deserve.



Know what you own and why you own it.

Stifel’s intellectual capital is among the most respected in the industry, and staying educated on the markets is one of my top priorities.  I combine my experience and knowledge of the markets with Stifel’s robust resources to build a customized strategy that aligns with your long-term goals.  I also believe that you are more likely to stick with a long-term investment plan if you know how your assets are invested, which is why I prioritize education first and foremost.

View my awards below!

Awards

For nearly 40 years, Gary has provided families, individuals, and institutions with investment planning, tax-advantaged investment strategies, as well as estate planning and wealth transfer strategies. 

Named to Forbes’ Best-in-State Wealth Advisors in 2022 and 2024, as well as AdvisorHub’s Advisors to Watch in 2022.
 
Forbes' Best-in-State Wealth Advisors 2024
Forbes' Best-in-State Wealth Advisors 2022
Stifel Chairman's Council
AdvisorHub's Advisors to Watch 2022

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC.  AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication.  Each are selected from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

For 2023 qualification, Stifel’s Chairman’s Council consisted of 240 of the firm’s top-producing financial advisors from among its approximately 2,300 financial advisors across the nation.

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