Gary leverages his diversified knowledge by providing leadership, business development, and client initiatives for his team’s wealth advisors – while advising and assisting clients with their investments, insurance, and estate and retirement planning.
Gary brings more than 32 years of experience in the financial services and wealth advisory industry. He has spent the last 23 years in Southern California in senior advisory roles, helping clients find creative solutions to challenges affecting their investment and wealth management goals.
Following time spent in the US Marine Corps, Gary graduated with a B.S. in Business Administration from Miami University. He also received his MBA from Duke University.
Gary loves the outdoors and is an avid lacrosse player/coach/fan, as well as a golfer who enjoys food and wine.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
