Gabe is a member of the Wealth Team, managing client’s Wealth System data, preparing and recapping meetings and providing additional financial planning support. He moved to Raleigh after graduating from the University of Notre Dame in 2021 and passed the CFP® exam in 2024. He loves that he gets to apply his passion for personal finance every day to serve our clients.
Outside of work you can catch him and his girlfriend Sydney walking their dog Lenny, visiting the NCMA, playing board games, or cooking.