Gary is a seasoned financial professional with over 30 years of experience in securities analysis and wealth management. Gary’s comprehensive knowledge of these areas has made him a trusted leader, guiding clients toward their financial goals with precision and insight. His dedication to delivering exceptional service and navigating the complexities of the financial landscape has solidified his reputation as a respected authority in the industry.
Gary’s primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual needs and goals.
Education & Certifications
- Bachelor of Science, Kelley School of Business – Indiana University
- Chartered Financial Analyst (CFA)
Interests & Activities
Outside the office, Gary has been actively involved in organizations such as Rotary, the Bailey Matthews Shell Museum, Merryman House Domestic Crisis Center, and the Salvation Army. Gary’s roots in the Indianapolis, Indiana, area give him a grounded perspective, and a strong sense of community values. Gary is married to his wife, Roxanne, and they have three children.