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.

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Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.

Daniel is a former Systems Engineer and Product Manager at AOL, and he transferred those skills to assist clients with financial planning. A current doctoral candidate at the University of South Florida, Daniel’s research is focused on uncovering the inhibitors and motivations for planning.

Daniel is an Advisory Board Member of GrowFL and the University of North Florida, as well as an alumni of Leadership Jacksonville and 40 Under 40. Daniel and his wife, Carol Dobbs, live in Atlantic Beach with their two children, Kennedy Grace and Wilder James. Daniel enjoys all outdoor activities – whether it includes golf, the ocean, the top of Mt. Rainier, or braving tent camping with a 2-year-old.

With over 20+  years of experience as a fund manager and trader at the Chicago Board of Trade (CBOT), Kevin enjoys helping institutions and high-net-worth clients strategize and execute plans that meet their desired financial objectives.

Robust risk management has been the cornerstone of Kevin’s approach to navigating life situations and markets. Through a mindful asset allocation methodology and the incorporation of alternative investments, Kevin has been able to successfully smooth out returns and add alpha to his clients. His focus has always remained on developing a clear, in-depth financial plan; executing it; and realizing the importance of risk-adjusted returns on the investments portion of the plan.

Kevin cherishes every moment spent with his family and is always looking for an opportunity to explore the outdoors, try a new restaurant, or travel with them. He is also a daily practitioner of yoga/meditation and has achieved podium finishes in the Master’s Divisions of Brazilian Jiu-Jitsu at several World and Pan Am championships.

Lauren has been providing investment advice to high-net-worth individuals, families, and institutions for 17 years – with a specialization in complex financial planning and tax-efficient portfolio construction. She advises clients on vital financial matters, including employer stock option optimization, wealth transfer strategies, and concentrated equity strategies. She also helps families navigate competing financial goals, such as saving for college and planning for retirement, while optimizing for other financial decisions along the way.

Prior to joining Farther, Lauren was Executive Vice President with Mirador Capital Partners – where she advised clients, wrote proprietary research, and chaired their investment committee. In Lauren’s previous role as Vice President and Director of Investments at First Republic, she was responsible for establishing the investment strategy and overseeing the implementation and performance of over $2bn of fiduciary investment portfolios. Earlier in her career, she worked with ultra-high-net-worth individuals and families to provide portfolio construction, asset allocation, and financial planning advice at Harris myCFO and Brownson, Rehmus & Foxworth; and she advised business owners on the sale of their companies as an investment banking analyst at Barrington Associates.

A native of Seattle, Lauren now resides in Livermore, CA with her husband and four children. She enjoys snowboarding, wake surfing, playing the piano, and cheering on the 49ers.