Gary joined HB Wealth in January 2025 after working with WMS Partners for 10 years as a Senior Financial Advisor and Senior Planner. He is currently a Wealth Strategist. He specializes in complete family wealth planning, with a specific focus on creative tax and estate planning strategies, retirement planning, insurance, and executive benefit consulting.
Prior to joining HB, Gary was a Principal at Glass Jacobson Investment Advisors in Owings Mill, MD. He was a Tax Partner at KPMG LLP for 20 years and began his career as a Tax Associate at Venable LLP in Baltimore, MD.
Gary stays active in the Baltimore community through his volunteer efforts for The Associated: Jewish Federation of Baltimore, where he is a member of the Program Committee for its Planned Giving Roundtable series for all professional disciplines involved in planned giving. He is also a member of the Development Committee for The Walters Art Museum in Baltimore.
Gary holds a Bachelor of Science Degree Business Administration in Accounting from Lehigh University and earned his J.D. with honors from the University of Maryland School of Law. A member of the Maryland Bar Association (MSBA), he is also a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and an Accredited Estate Planner (AEP). Gary is a member of the MACPA, where he serves as Co-Chair for the annual Advanced Tax Institute’s Estate Planning Day. He has previously held several securities and life insurance-related licenses. Gary is also a member of the Baltimore Estate Planning Council, where he has previously served as President.
Gary enjoys spending time with his family, traveling, cooking, and futilely trying to lower his golf handicap.