In this episode, we’ll meet financial professional Gary Duell. Gary is a seasoned pro with decades of broad experience in financial services. He has evolved with his aging clientele and with amazing tech innovations.
Gary has a fairly unique stance in the financial services industry, having voluntarily submitted to a fiduciary standard nine years ago (we will ask him what exactly that means and why it’s important). As a result, Gary is holistic, unbiased, and comprehensive in his mission to relieve the stress of planning for, and living in, retirement. Gary also writes the #2 financial blog in the state of Oregon.