Gary is originally from Montana and moved to Lexington to attend the University of Kentucky. He received a B.A. in Finance and was 2 year team captain for the University of Kentucky Rugby Team.
Gary began his career with A.G. Edwards where he spent 8 years before joining LPL and the Keystone Financial Group. During his career he has built a significant investment, estate and retirement planning business by using the most innovative and sophisticated planning methods available. He strives to help his clients achieve their goals while implementing strategies designed to help reduce taxes and reduce risk.
Gary has given hundreds of seminars, sharing his knowledge on what it takes to create investment strategies and maintain wealth. His business has flourished through a solid work ethic, conservative investment ideology, and a firm commitment to client service.
Gary lives in Lexington and is also the coach of the Division I University of Kentucky Rugby Team.