After more than three decades in financial services, Gary has refined his client-first vision to a single mission: giving families and business owners complete clarity, confidence, and peace of mind about their financial future.
A proud graduate of the University of Florida’s Warrington College of Business, Gary holds three of the professions respected designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®). He operates under strict fiduciary standards, seamlessly combining institutional-caliber guidance with thoughtful personal service.
In a long career at well-known institutions like First Union Securities, Merrill Lynch, Franklin Templeton Investments, and USAA Wealth Management, Gary recognized that traditional wealth management often overlooks critical holistic client needs, focusing too narrowly on asset management alone. To bridge that gap, he founded his own financial planning firm providing comprehensive wealth, retirement, and tax planning for over a decade.
Believing that taxes are often a retiree’s single largest expense, Gary deliberately combined sophisticated financial planning with dedicated in-house tax capabilities to create customized retirement income strategies, proactive tax reduction plans, and legacy preservation solutions.
Drawn to MDRN Capital’s commitment to providing complete, personalized, and fully integrated retirement planning experiences, Gary is very proud to join the team. He remains dedicated to putting his clients’ best interests first and ensuring every financial decision aligns with their life goals.
“The best part of my work is watching the weight lift off a client’s shoulders. When you show someone that their income is protected, their tax plan is buttoned up, and their family’s future is secure, retirement stops being a source of stress and starts being the most rewarding chapter of their life.”
A native of Florida’s Space Coast, Gary returned home to Melbourne Beach after spending three decades in South Tampa. Deeply invested in his community, he proudly serves on the Catholic Foundation of Central Florida Advisory Council and the University of Florida Advisor Network as well as coaching youth baseball with South Beach Little League.
Above all, Gary is a devoted husband to his wife, Emily, and a proud father to their two active teenage sons. On the weekends, you’ll usually find him coaching them from the dugout, cheering them on from the sidelines, or enjoying the Atlantic Oceans surf and sandy beaches.