Gary has been a financial advisor since 2001. Before entering the financial planning and wealth management business, Gary spent 20 years in technology sales and sales management. In early 2007, Gary formed Elefante Financial Services, an independent wealth management and financial planning firm. Gary values being independent as that allows him to provide his clients investment advice, financial strategies, and other services based solely on their best interests.
Gary holds a bachelor's degree in Economics from Rutgers University and an MBA in Finance from Fairleigh Dickinson University. Gary also is a CERTIFIED FINANCIAL PLANNER ™ professional.
Gary and his wife, Janine, live in Chapel Hill, North Carolina and have three adult sons. Janine is a Registered Nurse, working at UNC Hospitals since 1994. Gary is a lifelong baseball fan and he enjoys spending time with his family, working out regularly and traveling.