Live Your Life By Design, Not By Default
Live Your Life By Design, Not By Default
16100 Chesterfield Parkway West Suite 360 Chesterfield, MO 63017
Hastings College, Bachelor’s Degree, Physics
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More than just an investment advisor. Active in community, church and family oriented. Isn’t perfect but handles and cares for your assets in a professional manner.
We had someone else, there was no trust and no concern over communication and education for us. Gary brings knowledge, trust and communication to his customers. Gary does a great job tailoring our investments towards our needs. He’s one you can trust. He makes sure you understand what he’s doing and is looking out for our best interest.
I have known Gary for several years and he is great at his job. He has helped my husband and me save for our future. He has our best interest at heart.
Gary looks at the entire portfolio. Doesn’t make hasty decisions and keeps us informed regarding what is going on. We complete an annual risk assessment, review various investment options and the performance of our portfolio and make changes accordingly.
While others are “losing their shirts” in this volatile market, my portfolio thus far has either seen gains or is holding steady. It certainly puts me at ease knowing Gary is managing my portfolio with his expertise and unique tools beyond what the typical money manager would do. Gary has provided invaluable advice and encouragement to me as a business owner and consultant.
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