Gary Pass headshot

Gary Pass


Senior Manager, Business Development

A major part of Gary's mission is to cultivate long-term relationships with each of his clients.

Meet Gary

As an estate planning and risk management expert, Gary's passion is for helping clients develop effective estate plans so that they can maximize their wealth. He finds the most fulfillment in creating a connection with each of his clients while building meaningful relationships.


Fun Facts about Gary:

  • Passionate about the game of golf
  • Has donated blood 95 times with a goal of 100 donations
  • Has an extrasensory perception

The challenge of meeting unique client needs with outside-the-box thinking drives me to earnestly support our clients with an open mind.

Gary Pass

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