Since 2001, Gary has been practicing as a licensed CPA. Gary joined Callero Capital in 2016 as a tax planning specialist and also serves as a registered assistant. In 2015, he earned his FINRA Series 7 and 66.
Gary provides our clients with necessary tax planning to avoid excess taxation as they move closer to achieving their financial goals. He also serves as a valuable resource as it relates to estate planning for our high net worth families. In 2000, Gary earned a Bachelor of Science in Accountancy from The University of Illinois - Urbana-Champaign.