Gary, a native Texan, has established himself as a prominent Financial Planner in the Kingwood/Houston area. Since 1994, he has delivered numerous educational and entertaining seminars for fraternal organizations, senior groups, church groups, and public workshops.
Gary specializes in income planning for retirees using The Bucket Plan©, addressing the three major risks in retirement: Timing Risk, Inflation Risk, and Longevity Risk. He has received advanced training in retirement distribution planning from Ed Slott, CPA, with a strong focus on tax efficiency and distribution strategies.
In addition to his expertise in retirement planning, Gary conducts “Savvy Social Security Planning for Boomers” workshops, teaching strategies for optimizing Social Security benefits. He was trained by Social Security expert Elaine Floyd, CFP®. Gary also offers “Savvy Women Invest On Purpose®,” a seminar designed to help women leverage their financial strengths. Furthermore, he teaches “Retirement Planning Today®” classes at Lone Star College Kingwood, covering essential topics like Retirement Needs & Expenses, Retirement Roadblocks & Mistakes, Retirement Plan Distributions, Investments, Risk Management & Asset Protection, and Estate Planning.
With a deep commitment to personalized service, Gary provides comprehensive financial analyses and customized retirement plans tailored to each client’s unique needs. A Kingwood resident since 1991, Gary has been married to Linda for over 30 years. Linda enjoys gardening, reading, organizing the office, and providing technical support to the firm. They are proud parents of one cat, two pampered puppies, and six children living from Canada to New York City.
