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Garry joined Wealth Partners Alliance in 2022, after working at Merrill Lynch Wealth Management for 10 years. His introduction to the financial services world began after he earned a bachelor's degree in finance from Baylor University and an MBA in corporate finance from the University of Dallas. Over the course of his career, he’s worked as an employee benefits wholesaler, business owner, and wealth management advisor. Today, Garry offers a depth of experience addressing the complex wealth management needs of affluent individuals and families, business owners and retirement plan sponsors.
Garry has significant retirement and benefit plan experience and can assist plan sponsors with plan assessment, construction of investment menus, plan asset oversight, and employee communication and education.
Highly approachable and empathetic, Garry is motivated by working with really smart people who realize that they need his help. He enjoys helping them organize and simplify their financial lives to pursue their goals and objectives. His experiences working on both sides of the table as a business owner and in employee benefits have enabled him to understand the critical role a well-designed retirement program can play in helping to attract and retain highly talented employees.
Garry lives with his family in North Texas, where he can often be found on the golf course or at live music shows. He’s also an avid college and professional sports fan.
Garry’s favorite thing to enjoy in Dallas