Gary and his whole staff are professional and welcoming. Dealing with financial and estate decisions can be stressful. They make the experience comfortable and enjoyable!

Diane VanderVennet

I feel Gary is striving to educate clients, more than he is to sell them something. I have a sense that he really cares for his clients’ well-being. He is accepting of the fact that I may not always agree with him. Gary’s staff are always pleasant and treat me like a valued client, not just another customer.

Laurie Letts

Gary has a unique ability to make you feel comfortable immediately upon entering his office. He is unique in his ability to explain over and over again his products; he wants to make sure you understand every detail and nuance; and most importantly, he cares about you as an individual.

Darlyn Wittig