Gabe specializes in helping individuals and business owners over age 50 prepare for the future. “This is a critical time in discussing what retirement looks like and positioning yourself for success.”
Leveraging over 20 years in financial services, Gabe helps his clients with wealth management, long-term care, and retirement income strategies.
Gabe resides in Palo with his wife, Shawnacy, and three children: Trinity, Olivia and Henrik. His hope in his life reflects his main priorities of faith, family, and friends. Gabe enjoys bow hunting, working out, gardening and working on their acreage outside of the office.
Credentials
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Investment Fiduciary (AIF®)
- Series 6, 7, 63 & 65
- Life and Health Insurance Licenses
- Registered Representative of Cetera Wealth Services, LLC. Investment Advisor Representative of Cetera Investment Advisers LLC.
- Bachelor of Science, Business; Mount Mercy University
Associations
- Million Dollar Roundtable (MDRT), Top of the Table**
- National Association of Insurance and Financial Advisors (NAIFA)
- American Association for Long-term Care Insurance, member
- Big Brothers Big Sisters, "Big" - Matched Since 2009 with Teddy
- Active in Church
*Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Wealth Services, LLC and Guide Wealth Partners and is not sponsored or endorsed by Cetera Wealth Services, LLC nor Guide Wealth Partners.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Top of the table and Court of the table are levels of membership.