Gary has a personal affection for dogs, and a heart for helping people with physical challenges. Thirteen years ago, he and his wife, Heather, adopted their daughter, Hannah, from a family with a special needs child.
Gary is a wealth management advisor for Raymond James Financial Services and founder of Sage Financial Strategies. His purpose is to positively impact his client’s personal lives as much as their financial lives by helping to simplify the complex.
His career began at Montana State University where he helped establish a business brokerage and valuation company. After college Gary moved to Denver, Colorado to begin learning more about the financial services industry. After ten years in banking, he realized he wanted to better utilize his one-on-one relationship skills and his desire to help people with their planning and investments.
Along with his financial experience, Gary believes strongly in investing in the community. Gary has served on several boards, and volunteers often with clients– making meals or painting homes for those in need. At his daughter’s school he volunteers with Junior Achievement, a program that fosters work-readiness, entrepreneurship, and financial literacy skills.
Gary and his wife Heather are raising their energetic 13-year-old daughter and a rescue pup from Greece. Gary is an avid skier, loves to mountain bike, golf, hike, cook and travel.