Before joining Personal Wealth Partners in 2016, Gary had worked almost 20 years in the financial services industry, including over 11 years with Fidelity Investments. These experiences were the foundation for his knowledge. Gary has a vast knowledge of investment principles, diversification, retirement planning and asset allocation strategies.
Gary has the background and knowledge needed to help his clients choose investments that are most suitable for them. He takes the time to explain the principles of investing so that each client can make informed decisions; he creates an investment portfolio that is consistent with their individual needs.
Gary received his MBA from The University of North Dakota and his Bachelor of Science from Minot State University. He has also earned his CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards in 2005. He holds the FINRA/NASAA Series 7, 66, and 63 Licenses with LPL Financial. He was born and raised in Bowbells, North Dakota. In his spare time, Gary enjoys anything outdoors as well as playing and watching sports.