Gary specializes in total family wealth planning with specific focus on creative tax and estate planning strategies, retirement planning and executive benefit consulting. Gary’s depth of knowledge in advanced tax and financial issues serves as a valuable resource for his clients.
A member of the Maryland Bar Association (MSBA), Gary is also a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and an Accredited Investment Fiduciary (AIF). He holds a Bachelor of Science Degree in Business Administration from Lehigh University and earned his J.D. with honors from the University of Maryland School of Law. Gary is a member of the Maryland Association of Certified Public Accountants (MACPA) where he serves as Co-Chair for Advanced Tax Institute Estate Planning Day and he is also a member of the American Institute of Certified Public Accountants (AICPA). Gary belongs to the Baltimore Estate Planning Council and previously served as President.
Gary has over 40 years of experience in the financial services industry. Prior to joining WMS Partners Gary was a Principal at Glass Jacobson Investment Advisors in Owings Mills, MD. He was a Tax Partner at KPMG Peat Marwick for 20 years and started his career as a Tax Associate at Venable, Baetjer & Howard.
Gary lives in Baltimore and stays active in the community through his volunteer efforts for The Associated and The Walters Art Museum.
I believe my most important quality is my ability to listen. It is essential to determine a client’s concerns and goals. Not only do we need to understand the financial needs of our clients, we need to understand how they view their wealth in relation to their family, charitable organizations and their community.
The people. The depth of talent and diversity of experience provides the opportunity to provide a complete range of independent services and advice to our clients.
I enjoy spending time with my family, traveling and futilely trying to lower my golf handicap.
Visiting Greece and Turkey. It was fascinating and humbling to learn so much about the beginnings of so many cultures.