Education:
Gary attended the University of Northern Iowa. He has also earned certifications and credentials for industry courses from several institutions including the American College of Financial Services in Byrn Mawr, Pennsylvania.
 

Experience: 

With over 35 years of experience in the financial services industry, Gary takes a consultative approach to helping customers identify their needs. 
 

Credentials:

  • Registered Financial Consultant (RFC)
  • Life and Health Insurance Licenses
  • Series 6 Investment Company Products/Variable Contracts Representative Examination
  • Series 63 Uniform Securities Agent State Law
  • Former President of the Cedar Valley Chapter of the National Association of Insurance & Financial Advisors (NAIFA)
  • Series 6 and 63 securities registrations held through LPL Financial

Personal Life:

Gary and his wife Kim have been married for over 40 years and raised 3 daughters. They enjoy spending time with their growing family that includes 10 grandchildren. Gary also enjoys traveling, golf and woodworking.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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