Gary holds the position of executive vice president with DurhamLoyal, Florida’s premier full-service financial advisory firm. DurhamLoyal has been widely acclaimed by clients, CPAs and estate planning attorneys in 15 states and five countries for over 37 years, and Gary has played an integral role in helping the practice achieve that longevity.
Gary is distinguished for helping individuals, company personnel, government workers and diverse groups on multiple cultural levels be securely empowered and qualified to reach their financial goals.
A partial list of details and topics include:
- Compliance courses (15,000+ educated locally, internationally and nationwide)
- Medicaid & Medicare enrollments (1,000+ helped, 1,600+ hours of training provided)
- Money management (Florida International University)
- Social Security timing & strategies (100+ seminars and webinars)
- Leadership programs (Army, Chevron, Con Edison, DOD, IBM, USPS)
- Retirement planning (group and individual levels)
- Programs are geared to educate and empower people to realize their financial goals. Gary helps individuals understand their federal thrift savings plan (TSP), Florida Retirement System (FRS), and Deferred Retirement Option Program (DROP) options, including account types like 401(k), 403(b), 457 and IRAs — traditional, Savings Incentive Match Plan for Employees (SIMPLE), Simplified Employee Pension (SEP) and Roth.
Certifications
- Master of Education
- Compliance training — federal, state, collegiate, corporate & individuals
- Medicare specialist
- Retirement planning specialist
- Safe money strategies
- Social Security timing & strategies
- Volunteer services for 501(c)(3) nonprofits
Personal
Gary and his wife, Eileen, have been married for 34 years. They have four children and four grandchildren. Gary is active in church, civic, professional and nonprofit organizations. His hobbies include travel, reading, sports and fine dining with friends and family.
Comments
“I help people understand the often misleading and confusing world of finances, especially as they plan for retirement. I am confident that the better informed you are, the better choices you will make. Therefore, I help empower people by assisting them to clearly understand their financial picture in easy-to-understand terms to secure a safe retirement.”