CA License #0L69600
Born in Birmingham, England, Garry is a Private Wealth Advisor with 40 years of experience, built upon a desire to help others. With a deep appreciation for the hard work and dedication that goes into building wealth, he takes pride in developing strategies to help protect and potentially grow the assets of his clients. He finds immense satisfaction in guiding individuals through a comprehensive financial planning process, ensuring that the right balance of investment, risk, tax, and estate planning is in place. His goal has always been to empower his clients to achieve financial independence and a lasting sense of security, allowing them to live their lives with confidence.
Garry is active in both community and industry affairs. He is a Past-President and member of the Board of Directors for the Ronald McDonald House of Central New York and is currently on the Board of Directors for Elmcrest Children's Center, the Taishoff Center Advisory Council, the Business Engagement Group for InclusiveU.
Garry is also a Past-President and member of the Syracuse chapter of the National Association of Financial Advisors (NAIFA) and the Estate Planning Council of Central New York. In addition, he was the recipient of the NAIFA Syracuse 2012 William J. Crandall Distinguished Service Award given to those individuals that exemplify the highest ideals of our profession. He holds the Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Accredited Estate Planner (AEP®) and Accredited Investment Fiduciary, (AIF®).
Garry currently splits his time between Skaneateles, NY, and Naples, FL, and is partnering with his son, Matthew, to deliver the highest level of service to their clients, continuing a legacy of financial guidance and dedication.
Best of all, he never loses sight of one essential element- personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented, thus serving the first, last and always.