Gary serves clients by constructing tax plans and preparing tax returns that minimize the tax burden for individuals, families, trusts and businesses.
He advises both individuals and business owners with strategies to improve cash flow, increase enterprise value and manage bookkeeping processes.
Gary works closely with our wealth management team to ensure all our client’s financial needs are met.
Originally from Indianapolis, IN, Gary attended the University of Arizona. While there, he met fellow managing partner David Monheit. He later met David’s sister, whom he would go on to marry. Before joining the firm in 2001, Gary spent four years as a financial analyst in the airline industry.