Gary believes effective tax planning goes beyond preparing returns—it starts with understanding each client’s goals and creating strategies that support them year-round. As a Tax Manager, he works with individuals and business owners to simplify complex tax matters and identify opportunities that strengthen their financial future.
As both a Certified Financial Coach and Financial Therapist, Gary brings a unique perspective to every client relationship. He understands that financial decisions are often personal, and he enjoys helping clients gain clarity, confidence, and peace of mind while navigating important financial choices.
Outside of work, Gary enjoys listening to classic rock—especially the Grateful Dead—watching professional football, and spending time with his granddaughters.