Gary has been delivering professional financial services with integrity since his graduation from the University of Nevada, Reno. He is a Certified Public Accountant, having worked for KPMG Peat Marwick as a tax accountant. Gary subsequently served as Chief Financial Officer of a community bank, and later as a Principal and Chief Financial Officer of a full-service commercial real estate firm. Since becoming a licensed financial advisor and securities and insurance broker, Gary has been planning, managing, and protecting the financial independence of individuals and families through personalized, objective advice. He also assists company retirement plan sponsors manage fiduciary risk and act in the best interests of plan participants by providing plan design support, vendor evaluation, investment policy statements, investment due diligence, and employee education and guidance. Gary and his family reside in Granite Bay.