Gary began his financial services career with Prudential In 1982. He completed his CLU® designation through The American College early in his career and became a moderator of the College's "Planning for Business Owners and Professionals" course for the Prudential Western Territory. Gary is an active member of the Orange County Estate Planning Council (OCEPC), and the National Association of Plan Advisors (NAPA).

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Gary has been a guest speaker on Advanced Estate Planning at the national meeting of The American Society of Women CPAs, on Non-Qualified Deferred Compensation and Section 409(a) at the PIHRA (Professionals in Human Resources Association) Regional Compensation & Benefits Symposium, on Buy/Sell Agreements, Business Continuation, and Long Term Care Strategies at the Estate Planning Council of South Orange County, and on Social Security at the American Indian Doctor's Association. He has also performed financial wellness workshops through the Prudential Pathways program for Canon USA, Lennar Homes, HUB International, and TBG West.

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As an avid cyclist, Gary has been a fundraising participant in the UCI Anti-Cancer Challenge Century Ride and the MS Bay to Bay 150 Mile Charity Ride.