For nearly two decades, people have relied on Gary’s integrity and steadfast dedication to their long‑term success. He has earned their trust by guiding them through their most meaningful financial decisions with clarity and confidence.
As a CFP® professional and Managing Director at Lakeshore Financial Group, Gary leads with a disciplined approach to comprehensive, values‑based financial planning tailored to each client’s objectives. His expertise spans retirement planning, tax strategy, and estate and legacy planning, helping families preserve and transfer wealth across generations.
In his leadership role, he develops and mentors a high‑performing team, fostering a culture of accountability, collaboration, and continuous professional growth. He is recognized for championing a client‑first mindset and elevating the firm’s standard of excellence. His leadership is defined by developing advisors who are equipped to excel professionally and build strong, rewarding lives beyond their careers.
Outside the office, Gary is a devoted “girl dad” to his daughter, Madelyn. He and his wife, Tracy, live in Wheaton, IL, where they enjoy exploring new destinations, staying active, and discovering standout restaurants throughout the Chicagoland area. Grounded by family and committed to giving back, Gary brings the same energy and intention to his personal life that he brings to his work.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Gary is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. He offers securities in Illinois and is insurance licensed in Illinois.