Gary Scheer
Managing Director
Gary Scheer

Gary Scheer, RFC®, CSA is a nationally recognized Financial Educator, Author, and Speaker whom you may have seen on NBC, CBS, ABC, Pix 11 News, News 12 NJ, Fortune, Forbes and U.S. News & World Report, among others.

As co-author of Successonomics with Steve Forbes and Retire Abundantly, Gary has been interviewed by William Shatner on Moving America Forward, on Business Icons by Kevin Harrington, original “Shark” on ABC TV’s Shark Tank, and featured on In America with James Earl Jones.

For over 35 years, Gary and his team of tax planning experts have been showing affluent and ultra-high net worth business owners, professionals and executives how to substantially reduce their taxes, and preserve, protect and pass on their wealth to have a big impact on their family, friends, and the causes they care deeply about.

A Morristown, NJ resident and Purdue University 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, NJ, for over 25 years.

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

“Our reduction strategies reduce taxes around 50% almost 100% of the time!”