Retirement, Investment & Estate Planner
Gary began his career in the financial services industry in 1978. He is a founding partner of Estate & Financial Services and is a registered representative for Triad Advisors. With many years of experience in investment management, retirement, estate and financial planning, Gary believes in being a financial quarterback and a team player with other professionals.
Gary and Deb are the proud parents of two daughters, Ciara and Calissa. Gary also appreciates a love of the outdoors, and is involved in farming and gardening. When not working with clients, Gary enjoys spending his time hunting, fishing, playing softball and spending time with his family which includes several dogs and ducks.
Check the background of this investment professional on FINRA’s BrokerCheck »
Executive Assistant / Client Service Manager
As an executive assistant to Gary Guentzel since 2005, Kim’s primary responsibilities include coordinating and preparing for client meetings, assisting with client paperwork, processing new business applications, servicing existing accounts and maintaining client information. Kim’s passion is to provide exceptional service to the client.
Kim and her husband Kevin keep busy with the activities of their two daughters Kiera and Kahlea. Kim enjoys reading, going to movies and spending time with friends, family and her two Yorkshire Terriers, Teddy and Aleena.