Gary has been very involved in the financial services industry since 1964. He joined Hollis & Associates in 1972 and mainly focused on estate planning and insurance. When Hollis and Associates became Premier Wealth Management Group in 2004, Gary also transitioned with the firm to do more holistic financial planning. Since then, he dedicates a good deal of time to comprehensive estate and retirement planning. When people ask Gary what he does for a living he usually responds with, “Helping my clients make their assets last as long as they do and then go where they want them to go.” Some of Gary’s daily responsibilities include: reviewing his client’s investments, creating asset allocation strategies, preparing client reviews, and meeting with clients to evaluate their financial plan.
In his free time, Gary enjoys traveling with his wife Lana and reading. Gary and Lana have two daughters, Carolyn and Sarah, and they enjoy keeping up with their active families.
Leadership and Recognition
- President of National Association of Financial Advisors (NAIFA) St. Louis Chapter 1995 - 1996
- President of Society of Financial Service Professionals (FSP) St. Louis Chapter 2001 - 2002
- Member of the Million Dollar Round Table since 1976