,CPA, CFP®
Gary leads Modera’s Tax Department, where he sets the strategic direction and works to ensure the highest standards of tax planning and compliance across the firm. With over 40 years of experience advising high-net-worth individuals, corporations, partnerships, estates, and trusts, Gary is the driving force behind Modera’s sophisticated tax strategies. His deep knowledge and hands-on approach empower the team to deliver tailored, tax-efficient solutions that help clients navigate complex financial landscapes with confidence.
Prior to joining Modera, Gary was the sole principal of a CPA firm for 20 years. During that time, he worked extensively with small businesses and high-net-worth individuals—including Modera clients—providing comprehensive support in tax planning, structuring, and preparation. He takes pride in building strong relationships and earning the trust of those he serves.
Gary earned a Bachelor of Business Administration in accounting from Pace University. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the American Institute of Certified Public Accountants and the New Jersey State Society of CPAs. Gary also serves as Chair Trustee of the Retirement Fund for the St. Joseph’s Province of the Sisters of St. Joseph of Peace.
Outside of Modera, Gary enjoys playing tennis and pickleball. He spends time outdoors hiking the Palisades near his home in New Jersey and relaxing at the state’s beautiful beaches.
How do you feel you help to create impact for clients?
I have been a trusted advisor to most of my clients for decades. I really enjoy building strong business and personal relationships with my clients while helping navigate complex tax laws and assisting them in making financial decisions. When a client relies on me to help them make financial decisions, I know i have built the trust and confidence that i strive for in every client relationship
What do you feel is a strength that you have?
I believe one of my strengths is listening to clients. By letting my clients express themselves, uninterrupted, I can better understand what concerns them and I am better able to advise them.
What do you enjoy most about working at Modera?
I have been working with Modera for over 25 years, not as an employee, but as an accountant for many of Modera’s wealth management clients. I truly enjoy working with the advisors at Modera to deliver various tax planning strategies for our clients.
Where did you grow up? Where do you live now?
I was born in Brooklyn and moved to Queens New York. At age 11 my family moved to a small town in New Jersey called Haworth. After college i married my high school sweetheart and we moved three miles away to another small town called Harrington Park where we raised three children and still live.
How do you caffeinate?
I need my two cups of coffee in the morning which gets me ready for the day. My clients give me the rest of the fuel I need to get me through the day.
Certified Public Accountant, CERTIFIED FINANCIAL PLANNER®
Pace University,
Bachelor of Business Administration
