Gary began his career in the financial services industry in 1978. He is a founding partner of Estate & Financial Services and is a registered representative for Triad Advisors. With many years of experience in investment management, retirement, estate and financial planning, Gary believes in being a financial quarterback and a team player with other professionals.
Gary and Deb are the proud parents of two daughters, Ciara and Calissa. Gary also appreciates a love of the outdoors, and is involved in farming and gardening. When not working with clients, Gary enjoys spending his time hunting, fishing, playing softball and spending time with his family which includes several dogs and ducks.
Gary and Deb are the proud parents of two daughters, Ciara and Calissa. Gary also appreciates a love of the outdoors, and is involved in farming and gardening. When not working with clients, Gary enjoys spending his time hunting, fishing, playing softball and spending time with his family which includes several dogs and ducks.
Services
By truly listening and taking the time necessary to walk in your shoes we are able to truly understand your values, wealth management and stewardship qualities and guide you in accomplishing your goals. Through a principled approach, we utilize traditional, alternative investments & management strategies to effectively reduce your portfolio risk without sacrificing your returns.
At some point in a person's life they eventually realize the value of making decisions in a rational state of mind instead of emotional. Taking the emotion out of investing can create a clear vision of goals and objectives you value within your plan. We operate opposite of the majority of investors, investment firms, or especially the typical investing "collective."
Aging is inevitable and at some point we may need long term care and need to plan for that care. Meaning, do you have an asset that if converted into an income stream could produce $75,000 - $150,000 of income without depleting principle? If you do, you have the option to self-insure. If you're not sure, we can help answer that question.
Reviews (1)
Brian Hale
Apr 24, 2021
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I recently worked with Rebecca Trethewey who works out of the Cambridge office. She was pleasant to deal with, she got back to me very quickly with questions that I had for her, and she was very transparent with all of the information that I was seeking. Afterwards.... she then asked me a few additional questions that she thought could help me even further. Very nice! Thanks, Rebecca.
