Mike Gary, ChFC®, AIF®, FSCP®
Finanical Advisor
EXPERIENCE:
I have been a Financial Professional since 1991
26-year Principal® veteran
Achieved my Chartered Financial Consultant (ChFC®) professional designation from the American College and AIF designation from FI 360.
I specialize in wealth management strategies, qualified retirement plans, non-qualified executive benefit plans, exit planning, and risk management-insurance protection.
EDUCATION & CREDENTIALS
Bachelor in Management with an emphasis on finance, University of Northern Iowa
FINRA Series 6, FINRA Series 7, FINRA Series 66 and FINRA Series 65 securities registrations
Iowa Life and Health Insurance License
INTERESTS:
Married to Gina; two daughters Johnna & Anna
Lifelong resident of NE Iowa
Member of All Saints Catholic Church
Past President of Daybreak Rotary
Past President of 5 Seasons Toastmasters Club
Member of Cedar Rapids Estate Planning Council
Longtime volunteer of Big Brothers Big Sisters
Board member of NAIFA Cedar Rapids Chapter
Member of the Kennedy Booster Club Golf committee
Past chair of the Great Eastern Iowa Duck Race
Past member of the All Saints Finance Council