Team Member Details

About Me

Gary joined the firm as Chief Operating Officer, bringing more than 30 years’ experience growing companies and leading cross-functional teams. With integral experience in everything from strategy and technology to compliance and trading operations, he brings well-rounded industry skills to enhance firm best practices.

Prior to joining Plancorp, Gary spent two decades at Avalon Advisors, a Houston-based RIA, as a founder and Chief Operating Officer. He oversaw the growth in AUM from $450 million with ten employees to $9 billion in AUM and seventy-two employees. While at Avalon, Gary was responsible for all technology, cybersecurity, operational and administrative areas and has extensive experience in both compliance and finance.

Gary is an active member of the RIA community with memberships on committees and boards and has been featured as a contributor in industry-related articles and serving as a panelist at industry conferences. He received his BA in Economics with a minor in Finance from Texas A&M University.

Gary and his wife, Treva, have one daughter who is in college, and they have three dogs.

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