Gary J. Pelfrey
Director of Business Development | Advisor
Gary has over 20 years in the financial services industry. He currently holds a Life and Health Insurance license, is well-versed in Medicare, and is also a certified public notary. In his role, Gary is often the first person future clients speak to during their initial consultations. He loves talking with people, understanding their financial concerns and priorities, and helping them onto the path of a worry-free retirement. Until you speak with Gary it is hard to explain. He’s not a salesperson, that’s not how we operate and not how he wants to be perceived. He truly enjoys helping people and he approaches each conversation with compassion and a desire to learn about you.
Gary attended The Ohio State University and is very active in his community coaching youth sports. He also enjoys boating, fishing, sports, and most of all spending time with his family.