Broker Dealer Information
A Registered Representative with securities offered through:
Fortune Financial Services
3582 Brodhead Road
Monaca, PA 15061
Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Fortune Financial Services and Interactive Financial Advisors are not affiliated.
Gary is currently Managing Executive / owner of SJI Financial Services located in Salt Lake City, Utah. He also is a Managing Partner with Interactive Financial Advisors (IFA) 625 N Michigan Ave., #1710 Chicago, IL 60611.
Gary started in the Investment business over 37 years ago. During this time, he has worked with several of the largest employers in Utah providing their employees with investment options for: 403(b), 401(k), 457, 401(a) IRA, ROTH as well as more comprehensive services for total financial planning. He has also worked with smaller employer groups and individuals. As his practice has grown, so have his knowledge and licensing / certification. Gary Currently focuses more on the complete client situation utilizing a comprehensive “Personal Values Process” offered through IFA. This engages the Client and the Advisor in a substantial and rewarding experience of discovery and achievement. Gary really enjoys when a client “gets it”. After all, “knowledge won’t do any good if it cannot be applied”!
With a current goal of growing his practice through recruiting and training more Advisors to use the “Personal Values Process”, Gary hopes to help even more people in the future.
“This is a great people business” “I enjoy helping people make smart / informed decisions about their money”.
Gary and Karen, his wife of 36 years have 3 grown children and 3 grandchildren. Gary and Karen live in Draper Utah.
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SJI and Interactive Financial Advisors are not affiliated.