Gary, who joined the firm in 1998 after working with the global Wall Street firm of Prudential Securities, serves as a Senior Analyst and Planner for Brandon Financial Planning, Inc. He rigorously analyzes personal and corporate investments, risk parameters and legacy programs to build plans that create wealth. In 2001, Gary earned his Certified Financial PlannerTM credentials from the CFP® Board of Standards after completing the graduate level course work at the College of Financial Planning in Denver, Colorado. He earned his MBA® from Christian Brothers University in 2011 where he had previously earned a Bachelor of Science degree with honors for a double major in economics/finance and management.
Gary, who also teaches financial planning classes, has been featured on WREG TV Channel 3’s “Live at 9” and WREC radio AM600. He also has served as a subject-matter expert for the Commercial Appeal, Financial Planning Magazine, Memphis Business Journal and the Mississippi Business Journal.
A two-term past president of the FPA of the Mid-South, Gary has worked with the national Financial Planning Association where he served two years as co-chair of the annual FPA Leadership Conference’s task force. He is also a member of the Olive Branch Chamber and DeSoto Economic Council and has been appointed by Mississippi Governor Haley Barbour and Secretary of State Delbert Hosemann to the Mississippi Pre-Need Loss Association Board of Directors.