Gary McMahon is the Managing Director and a Certified Financial Planner at Lakeshore Financial Group, where he dedicates himself to helping families achieve long-term financial success. His primary responsibilities include financial planning, with a focus on retirement income planning, tax planning, and estate and legacy planning. He also leads a team of advisors, providing mentorship and assistance as they grow their planning practices.
Since 2009, Gary has been immersed in the financial services industry. Over the course of his career, he has obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation, a testament to his commitment to excellence and professional development. His journey began after graduating from Aurora University, and he has been driven ever since by the opportunity to make a positive impact in the lives of his clients and colleagues.
For over sixteen years, people have chosen to work with Gary because of his integrity, dedication, and expertise. He considers his purpose to be both a teacher and mentor, aiming to make a lasting impact on those he serves – personally, professionally, and financially. He believes that the greatest value he can provide for his clients is confidence. By establishing that they are well-organized and prepared for their financial future, he spends the time to truly understand their unique situations and create personalized roadmaps to help them reach their goals.
In his spare time, Gary enjoys being a proud "girl dad" to his daughter, Madelyn. He and his wife, Tracy, reside in Wheaton, IL, and they love traveling and maintaining an active lifestyle through personal fitness. They can often be found exploring the Chicagoland area, searching for the next best restaurants to try.
Gary is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. He offers securities in Illinois and is insurance licensed in Illinois.
CFP® and CERTIFIED FINANCIAL PLANNERTM 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.
