Gary's academic achievements are extensive. He holds a Bachelor of Science in Business Administration/Accounting from Delaware Valley University and an MBA in Business Administration with a concentration in Accounting and Taxation from Fairleigh Dickinson University. His background from Fork Union Military Academy, Fork Union, Virginia, further enhances his professional ability, making him a standout in his field and leaving an impression on those he works with.
Gary's professional competence is confirmed by his advisory licenses with series 7, 63, and 65 and various state insurance licenses. He also obtained a Certified Senior Advisor designation. He has received an Enrolled Agent license and has earned the privilege of representing taxpayers before the IRS (Internal Revenue Service). He has an active membership in the Pennsylvania Society of Tax and Accounting Professionals and the Pennsylvania Society of Enrolled Agents. His extensive qualifications and active involvement in professional organizations inspire confidence in his abilities. With a laser focus on tax planning, I've been a trusted financial advisor for over 20 years. His ability lies in helping individuals optimize their tax strategies. He prides himself on building lasting relationships with his clients, understanding their needs, and providing tailored solutions.
When he is not immersed in his professional endeavors, Gary is a huge baseball and basketball fan. His commitment to personal goals is evident in his pursuit of completing his bucket list of visits to all MLB stadiums, which is a testament to his passion for sports and unwavering dedication.
Gary's personal life is as rich as his professional one. He has been married to Cindy for 50 years, a testament to his commitment and loyalty. They have two sons, Brett, a professor at the City University of New York at the Graduate Center, and Christopher, a PGA Golf Teaching Professional at Konnectgolf. They also have three adorable grandchildren who bring joy and balance to their lives.