As a Wealth Management Advisor and CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Gary helps clients determine long-term financial goals and implements customized investment strategies.

Gary also holds a CRPS® (Chartered Retirement Plans Specialist) certification, helping corporate clients establish and administer 401(k), profit sharing, defined benefit and nonqualified deferred compensation plans.

In addition to completing his Series 9/10 (options and general securities principal) management licenses, Gary is also the Assistant Market Head for 9 Pacific Northwest UBS offices. Before joining UBS, Gary was a Producing Sales Manager for Merrill Lynch.

Prior to his career in financial services, Gary worked in the department store business for 18 years, most recently as a Senior Vice President, General Merchandise Manager for the Macy's Northwest Division. He began his career as a Financial Advisor with UBS in June 2004, moving to Merrill Lynch in May 2008.

Gary has a BA in political science from San Diego State University.

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