| With an MS in financial services and designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Accredited Estate Planner (AEP®), Gary's credentials exemplify his commitment to excellence. His influence extends beyond his extensive educational background. He has authored numerous articles and has been an educator in investing and financial planning. Gary also conducts continuing professional education courses for accountants, attorneys and financial advisors, and he is frequently requested as a speaker. Through his wealth of experience, Gary is instrumental in crafting personalized estate and business succession plans, not only for his direct clients, but also for those of financial advisors across the nation. Gary's contributions go beyond his professional life. He has served as the president of the Society of Financial Service Professionals, The American Heart Association and The Brady Kohn Foundation for umbilical cord blood donations. Currently, he is an active member of the Estate and Financial Planning Council of Southern New Jersey and the Southern New Jersey Development Council. |