Gary has been providing financial services for retirees since 2004. While speaking at retirement workshops at 55+ retiree communities and senior centers, he met many people after the 2002 tech bubble collapse and the 2008 financial crisis whose retirement savings were decimated by major losses on wall street.
Gary is a member of the National Association of Insurance and Financial Advisors. He uses a variety of innovative strategies to help his clients maximize growth potential with no risk to principal or gains, while minimizing taxation upon distribution to create a guaranteed income for life.
Through this educational approach, Gary has helped his clients retire with dignity, financial security, and peace of mind
Gary grew up in New Jersey in a family of 6. He played sports through high school and enjoyed the Jersey shore. He moved to Florida in 1999 and met his future wife, Helen. They were married for 18 wonderful years. She passed away from ovarian cancer in 2018.
Gary supports community events and non-profits which help retirees regarding cancer, their health and financial education.