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.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Gary is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. He offers securities in Illinois and is insurance licensed in Illinois.