Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5. He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit. “One Flew Over the Cuckoo’s Nest” was filmed there during that time, which only added to the chaos. The experience prompted Gary to change careers. He graduated from Willamette U. again, in 1977, with an MBA. After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco. In 1997 he completed the last series of courses and exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA. Now Gary provides comprehensive financial plans and the appropriate insurance and investments to implement them, continuing ethics education classes for insurance agents, as well as public seminars. He is on contract with Portland Community College’s Community Education department to provide retirement education to pre & current retirees, most notably, Social Security optimization. This is a common element of well-to-do individuals and couples: they are lifetime students. Every class has several “millionaires-next-door”. Gary served a three year term on the Clackamas County Economic Development Commission. He was Treasurer on the Clackamas Community Land Trust board of directors and helped merge the CCLT with Proud Ground, their Portland counterpart. For cutting edge information about the county visit: http://www.co.clackamas.or.us/ He is also a charter member, past President and former Treasurer of the Happy Valley Business Alliance. Gary loves what he does mostly because of the people he gets to work with. Many clients and friends have been made over the years. A majority of his time is donated to individuals and couples who can’t afford an advisor.
Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5. He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit. “One Flew Over the Cuckoo’s Nest” was filmed there during that time, which only added to the chaos. The experience prompted Gary to change careers. He graduated from Willamette U. again, in 1977, with an MBA. After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco. In 1997 he completed the last series of courses and exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA. Now Gary provides comprehensive financial plans and the appropriate insurance and investments to implement them, continuing ethics education classes for insurance agents, as well as public seminars. He is on contract with Portland Community College’s Community Education department to provide retirement education to pre & current retirees, most notably, Social Security optimization. This is a common element of well-to-do individuals and couples: they are lifetime students. Every class has several “millionaires-next-door”. Gary served a three year term on the Clackamas County Economic Development Commission. He was Treasurer on the Clackamas Community Land Trust board of directors and helped merge the CCLT with Proud Ground, their Portland counterpart. For cutting edge information about the county visit: http://www.co.clackamas.or.us/ He is also a charter member, past President and former Treasurer of the Happy Valley Business Alliance. Gary loves what he does mostly because of the people he gets to work with. Many clients and friends have been made over the years. A majority of his time is donated to individuals and couples who can’t afford an advisor.
An Oregon Registered Investment Adviser firm. 8821 NW Skyline Blvd. Portland OR 97231 503-698-4812 Investment Advisory Services are offered through Duell Wealth Preservation, a Registered Investment Advisor. Insurance and other financial products are offered separately through individually licensed and appointed individuals. DWP engages an unaffiliated, third-party sub-advisor to provide portfolio management services to its clients. A sub-advisor may charge fees in addition to those paid to DWP. The fees and expenses charged by a third-party sub-advisor are separate and distinct from those charged by DWP. The sub-advisory fees are withdrawn directly from the client’s account by a qualified custodian. DWP does not recommend any third-party sub-advisor or other investment manager that is not properly licensed, notice-filed or exempt from registration with the State of Oregon. ALWAYS check the background of anyone who holds themselves out as an investment adviser or financial planner: https://brokercheck.finra.org/
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