As a Certified Financial Planner™ professional and Wealth Advisor at Wealth Partners Alliance, Gary provides personal, comprehensive guidance across a wide range of financial planning, investment, and insurance needs. Gary believes every client’s situation is unique, and is committed to tailoring strategies that align with their goals, values, and long‑term vision.

Since entering the industry in 1992 and earning his CFP® designation in 1999 through the University of Houston, Gary has helped clients navigate a wide spectrum of financial concerns—from retirement readiness and investment management to tax‑efficient strategies, education planning, and estate considerations. His goal is always to provide clarity, confidence, and a plan that supports both today’s needs and tomorrow’s aspirations.

Gary is an active member of the Financial Planning Association (FPA®), a professional organization supporting and advocating for the financial planning profession.

Outside of work, Gary enjoys mountain hikes, relaxing on the beach, and traveling across the U.S. in his Leisure Travel Van. He is also active in the Christian community, having served as church treasurer, financial secretary, and as a board member for the First Congregational Church Endowment Fund.