Partner

Garry’s introduction into the financial services world began after graduating from Baylor with a bachelor's degree and an MBA in corporate finance from the University of Dallas. Over the course his career, he has worked as an employee benefits wholesaler, business owner, and wealth management advisor. Today, he offers a depth of experience addressing the complex wealth management needs of affluent individuals and families, business owners, and retirement plan sponsors.

These clients lead complex and dynamic lives and may not have the time or specialization that their finances require. Highly approachable and empathetic, Garry is motivated by working with people who welcome his advice and assistance. The deep bonds he forms with his clients are important to him and he enjoys helping families organize and simplify their financial lives to pursue their long-term goals.

Garry’s experience working on both sides of the table as a business owner and in employee benefits has enabled him to understand the critical role a well-designed retirement program can play in attracting   and retaining highly talented employees. Today's rapidly changing regulations and complex reporting requirements demand more time and care from retirement plan sponsors than ever.

Garry has significant retirement experience and can assist plan sponsors with plan assessment, construction of investment menus, plan asset oversight, and employee communication and education.

Garry lives in North Texas with his family and enjoys golf, live music shows, and sports memorabilia collecting. Garry also is an avid college and professional sports fan.

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