Gary joined Kanaly Trust in 1998 and spent 18 years with the firm before it merged with Mercer Advisors in 2016. He collaborates with clients in all aspects of wealth management, including financial planning and structuring and maintaining their investment portfolios.
Gary enjoys solving problems, meeting new people, and helping clients understand their current financial situation and finding ways to improve it. He is enthusiastic about helping his clients understand financial concepts and move forward to achieve their goals.
Before joining Kanaly, Gary served as a personal trust officer at Hancock Bank of Louisiana and Premier Bank (now Chase Bank) in Baton Rouge, Louisiana. He earned a Bachelor of Science degree in Management and Administration from Louisiana State University. Gary later completed the Texas Bankers Association Regional Trust School at Southern Methodist University and the Cannon Trust School.
Gary is a member of the Financial Planning Association (FPA) and the Institute of Certified Bankers. He also serves on the Board of Directors of the Houston Estate and Financial Forum (HEFF).
In his personal time, Gary enjoys watching and participating in sports, spending time with his family, traveling, reading, and gardening.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056