Gary has been providing leadership and advice to clients for over 25 years as a financial advisor. Prior to working with clients he worked as an accountant in the mountains of North Carolina. In 1997 Gary and his family moved back to Illinois to help care for his mother who was battling early onset Alzheimer’s disease. It was during this time that he decided to take the opportunity to change careers and focus on helping people make smart decisions with their money.

Gary has an Accounting degree and earned the Certified Financial Planner™ Practitioner designation. He has also earned the Certified Private Wealth Advisor® designation from the Investment and Wealth Institute™ in conjunction with the University of Chicago Booth School of Business.

Gary’s interests include spending time with his wife and children, coaching soccer, and being active outdoors. He serves on the board at Rockford Christian School and supports the Alzheimer’s Association.

Simeon graduated in 2024 from Boyce College with a Bachelor of Business Administration. He is eager to begin a career helping clients grow, preserve, and manage generational wealth. 

Simeon lives in Roscoe with his wife and newborn son. His interests include spending time with his family, playing a variety of sports, and camping. He is involved and serves regularly at his local church, Redemption City Church.