Gary Geston is Uhler and Vertich Financial Planners’ Planning Assistant, creating portfolio reports, analyzing performance data and forecasting cash flow demands.
Gary brings over three decades of financial experience to the firm. He has worked in financial management positions with J.P. Morgan Chase and Philips Medical Systems. He holds an undergraduate accounting degree from Miami University in Oxford, Ohio and a master’s degree in Business Administration from John Carroll University.
In addition to his ability to clarify complex concepts and work on tight timelines, Gary takes on any additional projects needed around the office.