Gary deeply values the relationships he builds with each client and the trust that they place in him and his firm. Those relationships are the driving force behind what he does each day and serve as the foundation of WestPeak Private Wealth.
Gary is the founding member and lead financial advisor of WestPeak Private Wealth. He brings over 35 years of business experience to the firm, including 25 years in the agri-business and business management fields, giving him unique knowledge and perspective on global economics and long-term investing. Gary began his financial planning career in 2009 at Edward Jones, and later with RBC Wealth Management before starting WestPeak Private Wealth.
A Montana native, Gary takes full advantage of all that Western Montana has to offer, enjoying golfing, boating, fishing, and downhill skiing. Gary lives in Missoula with his wife, Penny, and they have two adult children—Caroline and Christian.
Gary received his Bachelor of Science Degree in Business Management from MSU-Northern and an M.B.A. from the University of Montana. Gary has Series 7 and 66 securities licenses.