My husband and I began working with Gary during a pivotal time in our careers—when I was completing my fellowship and he was in his first year as an attending physician.

At the time, we both felt unprepared to manage our finances, both current and future, and were frustrated by the lack of clear, accessible resources to help us navigate the complexities of the financial system.

From our very first meeting, it was clear that Gary stood apart from other financial advisors we had encountered. His patient, educational, and highly personalized approach made all the difference.

Gary took the time to explain our financial options, helping us develop a clear understanding of our goals and the steps needed to achieve them.

Thanks to his guidance, we now feel confident in managing our finances while also enjoying the fruits of our hard work in a responsible way.

In addition to his expertise, Gary’s warmth and accessibility have made our experience enjoyable and stress-free.

He’s always approachable, responsive, and takes the time to address both quick questions and more detailed financial discussions.

After working with Gary for several years, he has become an invaluable, trusted professional.

We are incredibly grateful to have been introduced to him early in our careers and cannot recommend Gary and his team highly enough.

- Emily Katz and Jeffrey Globerson