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While working as a Certified Financial Planner, Gary realized that the success of America lies in the innovation and spirit of its small business owners. Gary found that the Certified Financial Professional course work was not enough to adequately address the multi-dimensional complexity of his client’s most important asset: their small business.

Gary’s willingness to dig into the details of his client’s small businesses resulted in numerous project engagements. In one case, his questions led to a five year complex project that culminated in the sale of a large parcel of land and provided tremendous peace of mind for his multi-generation clients. His efforts to serve business owners resulted in the sale of nine small businesses over a short period of time. In late 2014, Lee invited Gary to join him in order to combine both age and wisdom with energy and innovation. (We’ll let you decide which one is which…)

Gary is a native of Ohio. He served as the Treasurer for the West Point Society of Northern Ohio for more than fifteen years.