Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner whom you may have seen on NBC, CBS, ABC, Pix 11News, News 12 NJ, and Fortune, Forbes, US News & World Report and Reader Digest.

As the co-author of Successonomics with Steve Forbes, Retire Abundantly with Scott Keffer, the All-In Principal, and Alligator Proofing Your Estate,  Gary has been interviewed by William Shatner on Moving America Forward,  Kevin Harrington, original Shark from Shark Tank, and has been featured on In America with James Earl Jones.

As Managing Director, Gary brings over 30 years of experience to show business owners, professionals and executives how best to reduce taxes, protect and pass on their wealth, and support causes for whom they care deeply.

It doesn’t take long with Gary Scheer to see why people trust their money and their future to him. He is a warm and passionate communicator with a relaxed style who loves to share his financial wisdom and insights through his presentations to CPA groups and his Public Seminar Series – Understanding Different Retirement Strategies and his popular podcast, Your Money, Your Retirement with Gary Scheer.

A Purdue Graduate, Gary has been a REGISTERED FINANCIAL CONSULTANT ™ since 2009 and a Certified Senior Advisor since 2003.

As a complement to his professional achievements, Gary is past President and former Treasurer of a local private school board. Additionally, Gary has played Trumpet with the acclaimed Livingston Symphony Orchestra, in Livingston, New Jersey for over 30 years.

Gary and his wife have three adult children and two grandchildren. They enjoy reading, traveling and fitness, but they enjoy spending time with their grandchildren even more.