Current Assignment:

Gary joined The Advisor Group in 1998 and manages the retirement plan department. His client services include determining the appropriate qualified plan design and investment alternatives, as well as providing employee education and communication support.

Academic Background/Training:

After earning his degree from Indiana University of Pennsylvania, he completed a graduate program in employee benefit planning through the Philadelphia Institute. Gary has held consulting and management positions with PNC Bank and Federated Investors. He is a Chartered Retirement Plan Specialist (CRPS), a Professional Plan Consultant (PPC), a registered representative of INVEST Financial Corporation and a licensed life insurance agent.

Experience:

Gary has experience in plan design, managing fiduciary responsibilities and 401(k) investment platform alternatives. Through a structured process developed for the servicing of 401(k) plans, clients are assured they have a compliant plan with potential for success.

Professional Strengths:

Through careful study and evaluation, Gary makes recommendations tailored to meet each client's needs. He is also recognized for his skills in designing employee enrollment and investment communications that help participants understand and appreciate the benefits being offered.

Personal Note:

A Pittsburgh native, Gary lives in Peters Township with his wife and two children. He is an active member of the Bethany Presbyterian Church in Bridgeville.