Gary is passionate about client success. For over 25 years, he has guided clients through major market cycles and significant life events. With a patient and steadfast approach to investing, Gary’s long-term focus on building and stewarding wealth, engenders trust and financial confidence with the families and business owners whom he advises. Gary believes that every client is unique and deserves a deep level of engagement and listening to better understand their goals. This understanding is then translated to action, with Gary designing bespoke solutions that are backed by the intellectual capital of his team and the deep resources of Wells Fargo Advisors.


Gary is a graduate of Northwood University with a Bachelor of Arts in Accounting. He holds his Series 7 and Series 66 registrations and life insurance license.

Gary enjoys spending his free time with his wife Carolyn, daughters Kristen and Allison, and black lab Layla. He is an avid traveler, cyclist, and former triathlete. Gary is also an ardent supporter of suicide prevention charities and the Lazarus House.

Specializing in portfolio construction and investment planning strategies, Jonathan delivers creative and impactful solutions across the spectrum of holistic wealth management. Jonathan believes that complexity breeds opportunity: As the financial world become increasingly complex, there are more opportunities for clients to take advantage of. By working with clients to organize their financial lives, prioritize their goals, and seamlessly tailor their financial action plans, Jonathan cuts through this complexity to help realize their financial potential.

 
Jonathan is a graduate of Vassar College with a Bachelor of Arts in Economics. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP®) designations, which are indicative of his commitment to the highest standards of investment and planning excellence. He also holds the Series 7 and Series 66 registrations, and life, health, and long-term care insurance licenses.

Jonathan is an avid rower, sculling with Community Rowing Inc. in Boston and having competed for the West Side Rowing Club in Buffalo, NY and the New York Athletic Club. Jonathan lives in Medfield, MA with his wife Kym and their son Jack, where they enjoy hiking, cooking, and playing music.

CA Insurance License Number: 4106686. Resident State CA.