Gary serves as Partner, Senior Wealth Advisor at Crusonia Wealth. Previously he served as Managing Director and Co-Founder of Private Capital Management and as CEO and co-founder of Wagner Wealth Management. For more than 20 years Gary has focused on counseling high net worth families regarding retirement planning, investing, and tax and estate planning.
Prior to his career in wealth management, Gary was a partner at a large Denver based law firm and Associate General Counsel with Qwest Communications. At Qwest he was responsible for the company’s litigation, intellectual property, tax and bankruptcy practices.
Gary has served on the Board of Directors of the Jewish Community Center, the Jewish Community Foundation and Temple Emanuel. He has also served on the investment committees of several large endowments.
Gary received his bachelor’s degree in finance from The Wharton School of the University of Pennsylvania and his law degree from Duke University.
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