Gary has over 40 years of experience in the financial services industry and is cofounder of Strategic Planning Concepts, LLC whose roots date back to the late 1990's.
Gary's practice focuses on helping people reach their specific financial goals and objectives. His areas of concentration are retirement, investment, estate and business planning. Gary has also spent considerable time helping clients fulfill their charitable goals.
Gary earned both his Bachelor of Science degree, with honors, and a Master of Business Administration from Michigan State University. He has also earned the Chartered Life Underwriter CLU, the CERTIFIED FINANCIAL PLANNER TM, CFP® and the Accredited Investment Fiduciary, AIF® designations. Gary has authored and co-authored a number of articles which include “Ways to Save for Retirement”, “Limited Liability Companies” and “Charitable giving with Smart Tax Planning.” Gary has consistently been a top advisor for Sigma Financial and Sigma Planning Corp..