Gary founded TrustWell Financial Advisors in 1987 in Gainesville, Florida and moved his practice to Jacksonville in 1990. He earned his BA from the University of Florida and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987. He spent 15 years running a family business before opening his own financial planning firm.
Gary often shares the path that brought him into this business. While in the family business, Gary engaged a CERTIFIED FINANCIAL PLANNER™ professional to help his family. The holistic advice was really helpful, but the advisor was dishonest and failed to disclose conflicts of interest. It was at that point that Gary decided there was a market for an honest CFP® and hung out his shingle.
Gary has served on many professional and non-profit boards. He feels that the greatest joys in his life are his wife, family, children, grandchildren and his faith.