Client Relationship Manager
Gary joined The Monitor Group in 2008. He currently assists our financial advisors with their client cases and specializes in the development of financial plans. Gary’s strong analytic and quantitative skills enable him to help the advisors create financial plans to pursue our clients' goals.
Gary received his Masters’ Degree from the University of Maryland in Industrial/Organizational Psychology, with a specialization in quantitative methods. He worked with the Montgomery County Public School system in Rockville, Maryland for 32.5 years in the areas of Human Resources, Finance, and Information Technology. He has also been working in the financial planning industry since 2003.
When Gary is “off the clock”, he spends time with his wife, Karen, as they drive their RV throughout North America in search of beautiful places. Gary and Karen have three grown children.