Gary’s reputation has been built on his knowledge of tax laws and alternative investment strategies that mitigate risk. A respected voice in the industry, he specializes in investment tax planning, wealth transfer, and Social Security claiming strategies for successful executives and business owners. Gary has been featured in The Wall Street Journal and quoted in national publications including US News & World Report, MainStreet, and Daily Finance. He has also shared his insight and expertise in articles for Financial Advisor Magazine and Private Wealth Magazine. One of the five founding partners of Atlas Advisory Group, LLC—a Member Firm of M Financial Group—Gary is a member of NAIFA, IARFC, FPA, and AALU. Learn more here.
Atlas Advisory Group LLC, an independently owned and operated planning firm based in Cranford, NJ. Atlas Advisory Group LLC is a Member Firm of M Financial Group. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.