Gary specializes in designing and implementing comprehensive financial plans for corporate executives and is a relationship manager of the Southern Company Executive Financial Planning team. Gary joined Creative Financial in 1998 after four years in public accounting, where he obtained his Certified Public Accountant designation. He has two years’ experience in the private sector as accounting manager of a coal company. He re-entered the financial service sector with Prudential Securities as a general securities representative and financial advisor specializing in small business retirement plans.
Gary maintains his CPA certification as well as being a general securities representative, registered investment advisor and a licensed life insurance representative.
Gary received a BS in Accounting from Murray State University.
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