Gary Pattengale, CPA, CFP®

Wealth Advisor

Gary Pattengale became a financial advisor because he is passionate about helping others. “If I can make just one person’s life better, I will have done my job.”

As a wealth advisor, Gary helps individuals and families develop a blueprint to accomplish their goals. To get to the heart of what’s essential, Gary leads a discovery session in which he uncovers their hopes, fears, and dreams. “Financial planning is about much more than just numbers. It’s about your goals and making wise decisions to achieve those goals.”

Gary’s goal is to do what’s right for each client, which is why he feels at home at the firm. The firm’s comprehensive, tax-efficient approach to planning resonates with Gary because “it’s how I manage my personal life so that I can put my heart and soul into my work.” The fee-only structure of the firm also allows him to focus solely on his clients’ goals – whether they involve maintaining a certain lifestyle in retirement, contributing to a charity, or putting kids through college.

Gary began his career as a public accountant, which he uses to help his clients minimize the tax bite on their wealth. 

After joining the firm in 1998, Gary spent several years with a global investment bank and an investment management firm specializing in alternative investments before re-joining in 2011. He draws on his experience with other firms to provide his current clients with even greater insight into the strategies that are most suited to their circumstances.

Gary earned a BS in Accounting from Northern Illinois University and CERTIFIED FINANCIAL PLANNER™ certification and Certified Public Accountant designation. He is a member of the American Institute of CPAs and Mensa International.

If you’re looking for a conscientious financial advisor who is passionate about helping you achieve your financial goals, call Gary.


Discover more about how we can help you enjoy a full life.