As a Financial Representative with COUNTRY Financial®, Gary works with his clients as their resource to help build, preserve and transfer their financial security through a long-term, one-on-one relationship.
Utilizing a disciplined and ongoing process to address a wide range of financial security needs, Gary offers insurance and financial solutions to help his clients realize their financial security goals.
While Gary works locally with his clients in the southwest suburbs, he is supported by the vast resources at COUNTRY Financial®. This allows him to draw on the extensive knowledge of the team to develop strategies tailored to his clients’ unique situations and deliver a very high level of personalized service.
Gary has more than 31 years of financial services experience. He is a graduate of the University of Illinois Champaign-Urbana Campus and holds the CFP® certification from the Certified Financial Planner Board of Standards since 1999. Gary & Alex are members of the National Eagle Scout Association of the Boy Scouts of America. Gary is a resident of Lemont, IL, and married to Judy, a graduate of the University of Notre Dame. They have two-children, Alex is a graduate of Bradley University and Sydney is attending Marquette University.
Reminder / Checklist:
Please have the following documents with you when we meet. I understand that not all of them may be applicable to you or that you may not have copies of everything, so gather what you can.
Not all of these may be discussed in our first meeting, understanding your current financial situation & assets helps determine insurance limits & recommendations to protect you.
- Auto, Home & Umbrella
- Scheduled personal property
- Life insurance
- Long-term care
Bank & Investment account information:
- Bank(s) account statement
- Mutual fund & investment accounts
- Stock & bond certificates
- Savings bonds
Retirement Savings programs
- IRA’s, Sep/Simple, 401(k), Keogh (HR-10) & 403(b)
Additional Sources of Income & Assets
- Pensions & Social Security Benefit Statements
- Real estate
- Rental Income
- Federal & State Tax Return latest year
- Will and/or Living Trusts
- Powers of Attorney