Introduction: Gary is a registered representative and investment adviser representative with Financial Telesis, Inc., member FINRA/SIPC. He is also an AIF - accredited investment fiduciary.
He specializes in providing invaluable resources to 401k plan managers and their employees. He also provides personal coordinated fee-based financial planning and wealth building by using asset allocation models in order to help clients reduce risk and pursue their retirement and/or other financial goals.
This is our motto, "Financial planning to help clients keep more of their income, gain more time, and have more fun in life!"