Gary has no regrets about transitioning from a law career into wealth management decades ago. Right out of law school, he knew he preferred working with clients on a long-term basis, as a trusted advisor. To this day, clients seek him out regarding financial strategies that can help them enhance their quality of life, as well as weather life changes and market challenges.
He has over 30 years of financial planning experience, and especially enjoys retirement income planning, estate planning, and portfolio design and monitoring, supported by accountability.
He received his BA degree from Trinity Christian College and his JD from DePaul University College of Law. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Gary’s community involvement spans multiple terms on the Pine Rest Christian Mental Health Services Board of Directors, the Pine Rest Christian Mental Health Services Foundation Board of Governors, the Hudsonville Christian School Foundation Board, and other faith-based boards in West Michigan.
When Gary catches a moment of free time, you’ll find him traveling with his wife and their four children, and/or swimming, reading, or skiing.