Gary is the Managing Director, CEO and Co-Founder of National Wealth Management Group, LLC, one of the largest LPL Financial hybrid RIA firms in the Greater Cincinnati area. He started NWMG with the conviction that our work makes a difference and people deserve an advisor that can positively influence progress in their lives.
Gary’s financial career began in 1986 with First American National Securities, where he specialized in portfolio management and financial coaching. As his career built momentum, he transitioned to management where he joined World Financial Group supervising and coaching a large team of financial advisors. His work has taken him on a broad tour of the many walks of life people take, allowing him to garner the valuable perspective and insight his clients benefit from today.
In 2008, Gary transitioned his practice to LPL Financial in pursuit of a better platform with which to deliver advice to clients. He began to grow his branch office into what is now National Wealth Management Group in 2015 where his spirit of innovation continues to thrive. The Company was born out his demand for greater autonomy, increased efficiency and forward thinking solutions for the clients he serves.
Gary splits his time between our Coconut Creek, Florida and Cincinnati, OH locations. Even so, as a graduate from St. Xavier, Gary’s roots are planted deep in the “West Side” Cincinnati. His father also ran a successful CPA practice in west Cincinnati for the majority of his life, which is how got his start in the financial services business. He shares his passion for finance with his pursuit of cultural knowledge through travel abroad. He enjoys spending time with family, honing his golf game, collecting and drinking wine, and he’s an avid fan of all things Alpina Automotive.