Gary began his financial services career in 1999 after obtaining his MBA in finance from Butler University in Indianapolis, Indiana. He worked as a financial planner for Green/White Advisors in Houston, Texas, for seven years before founding GB Financial Services, LLC, in 2006. Gary has also completed the personal financial planning curriculum at the University of Houston in preparation for sitting for the CERTIFIED FINANCIAL PLANNER™ examination, which he passed in March 2006. To be called a CERTIFIED FINANCIAL PLANNER™ professional, Gary must meet the educational, experience, and ethical standards set by the Certified Financial Planner Board of Standards. Gary must also take 30 hours of continuing education every two years, including courses on ethics.
Gary is registered as an Investment Adviser Representative with Commonwealth Financial Network® and holds an insurance license in the state of Texas.
Before financial planning, Gary had a 20-year career as a business owner and engineer, during which he worked with clients and specialized in fluid power. Gary holds a BS degree in engineering from Purdue University and an MBA from Butler University, and he has completed post-graduate studies in financial planning at the University of Houston.
In his spare time, Gary enjoys hiking and bicycling. He also provides volunteer services throughout the community for various charitable organizations. He is an active member of the national and local chapters of the Financial Planning Association.