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Professional

After 20 years working as an Finance and Operations executive in Fortune 500 retail companies, Gary decided to persue a career that would be meaningful and allow flexibility.  Gary had been a client of the Northwestern Mutual Financial Network since 1991 and was familiar with their superior financial strength and thorough fact-finding process.

Ultimately what led Gary to make a change was the conviction of the people he met within the network who share his values and beliefs.  Now Gary has an opportunity to make a difference in people's lives every day.

Gary received his CLU (Chartered Life Underwriter) designation in January 2008.  The CLU designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.   For financial representatives involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

Gary received his Chartered Financial Consultant (ChFC®) designation in January 2009.  The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

 

 

 

 

Associations and Memberships

Member of NAIFA - Dallas, National Association of Insurance and Financial Advisors

Years of Experience

I have been a Financial Representative since 2003.

Education

Degree Major Institution
Bachelor Of Science Economics University at Albany, NY