Gary is a thoughtful, earnest and versatile professional who is proud of his three decades of experience in the financial services industry. Throughout his career, he has maintained a client-centric perspective on investment planning, which today serves as a guiding principle for the Godwin Gounaris Private Wealth Management Group team. Gary manages the team’s seamless process for equity portfolio management, asset allocation and all aspects of wealth planning, including his specialization area of trusts and estate planning strategies.

Gary has focused exclusively on private wealth management for the past 25 years. He began his career in financial services at Citibank as a senior relationship manager in its North American Finance Group. Subsequently, he spent seven years leading teams within the Goldman Sachs Global Securities Services area, where he was responsible for more than 40 hedge fund clients with over $3 billion in assets. Gary then transitioned over to the firm’s Private Client Services group, where he provided wealth management advice to highly affluent families. Prior to joining Wells Fargo Advisors in 2016, he spent seven years at Credit Suisse’s Private Bank. Gary earned a Juris Doctor from Fordham University’s School of Law and a bachelor’s degree in economics from Fordham University. He is currently not practicing law due to his exclusive focus on his financial service clients.

Gary lives in the Valley Forge area with his wife, daughter and son. In his free time, he enjoys coaching his children’s multiple sports teams, and he is an active member of his community. Gary is an avid reader and history buff, as well as a fitness and outdoor enthusiast who enjoys hiking, biking and adventure travel with his family. He also holds the rank of first-degree black belt in American Kenpo Karate.

Katie utilizes more than 25 years’ experience as she works closely with Godwin Gounaris Private Wealth Management Group’s financial advisors and directly with clients to help implement investment strategies and to serve clients’ needs. As Senior Registered Client Associate, she is responsible for the team's administrative operations, which include customer service, account documentation, regulatory filing, and daily cash management. Her top priority is to provide every client with exceptional personal service.

Before her time with Wells Fargo Advisors, Katie spent seven years at Credit Suisse and eight years at Goldman Sachs. She earned her bachelor's degree in finance and marketing at Temple University.

Throughout her career, she has assisted clients with all administrative issues pertaining to their accounts, as well as implementation of wealth planning, generational wealth transfers and diversification/hedging strategies for highly concentrated stock holdings. Katie also works closely with clients to facilitate daily and monthly cash management needs, trading, and ongoing account maintenance. If necessary, Katie can also work closely with attorneys and accountants on clients' behalf during tax season and throughout the year.

Katie lives in Bucks county with her husband and two boys. She and her family love the outdoors, traveling on road trips, taking care of their small hobby farm, and are very active with their local youth sports soccer club.

Sarah joined Godwin Gounaris Private Wealth Management Group in May of 2018 as a Client Associate. In this position, she focuses on servicing each client with their financial needs and goals. More specifically, she takes on the tasks of account documentation, account opening and maintenance, cash management, and overall customer service. She leads the team’s social media and digital marketing efforts, while serving as the primary marketing analyst for their sports and entertainment segment.

Sarah graduated from Valparaiso University with a bachelor’s of science in exercise science and human biology, and she was a member of their Division I women’s basketball team.

Before her time with Wells Fargo Advisors, Sarah worked in the healthcare field as an assistant to a physical therapist, helping patients recover from injuries, illnesses or chronic conditions to regain strength, movement, manage pain and return back to the quality of life they once had.

Sarah currently lives in Center City Philadelphia, where her interest in fashion and interior design began to flourish. She enjoys watching all sports and although she is retired from her basketball career, Sarah is still an exercise enthusiast and loves partaking in different fitness classes around the city. Along with traveling, her other true passions are helping animals and partaking in volunteer work at shelters.