Manager of Financial Planning
Gary’s previous executive experience brings a unique insight to case analysis and design for closely held businesses and high net worth families. Gary’s background includes investment real estate and 30 years in senior management positions with a fortune 500 company and a successful entrepreneurial start-up. He served on the Board of Directors of Oregon Telco Credit Union and the International Brotherhood Of Electrical Workers #1269, San Francisco CA.
Gary is a 4th generation Colorado native. He earned an MSBA in Management from the University of Northern Colorado and his BS from Metropolitan State College of Denver. Gary and his wife have one son and a spoiled West Highland Terrier. He enjoys time with family and getting up to the Colorado “hills” for a little fly fishing and skiing.
MassMutual Colorado Financial Planning Department consists of two full-time planning professionals who consult with and support the client facing advisors affiliated with our firm. The planning team’s focus is to provide subject matter expertise in collaboration with our advisors to prepare and deliver customized financial plans to our clients.
The Financial Planning Department, the advisor, the investment specialist, staff estate planning attorneys, and other technical experts develop the plan. They follow the internationally accepted process for engaging with clients, gathering and evaluating information and finally, recommending, implementing (if the client so chooses) and monitoring a clear path for their financial future.
While their professional and technical knowledge is the foundation of this talented team, it is their rich professional experience and first-class management and communication skills that set them apart in the Denver financial services marketplace.
- Insurance Strategies
Check the background of this investment professional on FINRA's BrokerCheck