Gary has been in the financial services business since 1989, specializing in working with closely held businesses and highly compensated individuals.  Gary offers a proven process to which crystallize his client’s goals and objectives from both a personal and a professional perspective. 

We utilize multiple resources for estate conservation, estate distribution, and business succession techniques. Our experienced professionals with credentials in law, taxation, accounting, finance and philanthropic strategies bring added support for our clientele.  

Gary graduated from Arizona State University in 1984 with a B.S. degree in Business Administration. 

As a third generation native of Arizona, Gary has been married to his wife Michelle for over 37 years, and has two children Nikole and Gary Jr.  Gary and Michelle enjoy golfing and visiting their summer home in Pinetop AZ.