Our Team

"It's time to start living the life you've imagined." - Henry James

Life is short and I want the clients I work with to enjoy as much happiness on this earth as possible. I feel honored to be a part of that process for the clients I partner with in their planning. I love what I do and have always been driven by a desire to help others. I have a passion for helping clients uncover and focus on what matters most. It is such a gift to see the positive impact on the lives I touch.

Since 2001, I have been empowering successful professionals and business owners with the knowledge to make the most appropriate decisions regarding wealth accumulation and preservation, whether that be for retirement needs, legacy planning, philanthropy or additional goals. We have developed and refined a process that brings into focus the things that matter most, no matter what season of life someone may be in. This is our BoKEH formula, which stands for Balance of Knowledge Empowerment and Happiness.This process helps to bring goals into focus while reducing the distractions of daily life that tend to stand in the way of what matters most.

As a CERTIFIED FINANCIAL PLANNER^TM I am held to strict ethical standards to ensure financial planning recommendations are in your best interest. A professional with a Certification for Long-Term Care designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. 

When not consulting with clients, I enjoy spending time with my wife and three daughters, travelling, hiking, photography, gardening, music and scuba. I also enjoy giving back and believe that being a good steward applies  both in consulting with clients as well as being actively involved in the community. Organizations I am actively involved with and support include: Volunteers of America, CrossRoads Ministry, Plowshares Farm for Education and Spirituality, and Hand in Hand Ministries.

I want to learn about your triumphs and struggles as well as your goals and dreams.

Developing relationships is what I enjoy most about being a financial advisor. My personal experience with children, divorce, corporate downsizing, career changes, aging parents and deaths of a spouse and parents helps me relate to the particular needs of people in personal and professional transitions.

In my 27 years in financial services, I have found it is far too common for financial advisors to take a client’s money and invest it in products that are most beneficial and convenient for the advisor. My approach has been to focus on my client and let my client’s goals determine my strategy. Building strong relationships is my primary consideration and my income is determined by managing portfolio performance and providing exceptional service. 

I grew up in New Jersey and graduated from St Lawrence University in New York before beginning my professional career as a management trainee at a large insurance company in Boston, Massachusetts. Soon I was managing the design and implementation of portfolio management systems for large institutional investors at a consulting firm. In 1980, I relocated and earned my MBA from the University of Louisville. While an instructor of Management at Bellarmine University Rubel School of Business, I also developed strategic and marketing plans for small and medium-sized businesses as an independent consultant.

In 1993, my love of learning, educating, building relationships, strategies, and portfolios, and my experience in business and consulting led me to pursue a fulltime career as a financial advisor and I have never regretted that decision. Working alongside EJ Gary for over 20 years helped me recognize how much I value collaborating with others as passionate as I am about helping our clients. Ann Marie Gary and I are excited to bring our clients to Lifetime Wealth Strategies and introduce them to the expanded opportunities being part of a larger team with diverse expertise provides.

When I am not working, I enjoy swimming, hiking, reading and spending time with friends. I volunteer in the Every 1 Reads program through Jefferson County Public Schools.  My two favorite people are my grown children, who live in Columbus, Ohio and Buenos Aires, Argentina.

Building trust in long-lasting relationships is an amazing and fulfilling experience. I continue to educate myself every day so I can provide the best service our clients deserve.

A Louisville native, I attended St. Agnes Catholic School and Assumption High before entering Spalding University. While holding several positions at a worldwide technology and manufacturing company, and having my daughter, I completed my B.S. degree in Business Administration. These experiences introduced me to a corporate business culture, prepared me for the daily activities and interactions I have with co-workers and clients, and taught me living a full life enriches every part of that life.

In 2013, I took the opportunity to work with my father EJ Gary and Judy Morrison in financial services because I recognized business, education, and family did not have to compete for my attention and purpose, but should be mutually enriching. Mentoring from two experienced financial professionals helped make the transition to client service easy. My focus at Lifetime Wealth Strategies is working with clients as we build our balance of knowledge, empowerment and happiness together.

Outside of work I enjoy spending time with my daughter Autumn and busting out a good workout at Burn Louisville a couple days a week. I also coach Club Travel volleyball for KIVA and play in an adult league.