Cary manages the CPA Personal Financial Specialist (PFS) credential, including education, exam and public awareness. The PFS credential helps CPAs display their experience and expertise in advanced financial planning.

With over 30 years of experience, Cary serves as a Certified Financial Planner (CFP)® for High Net Worth families, specializing in customized, sophisticated financial strategies for complex households. He is a subject matter expert in Complex Financial Planning, Advanced Tax Planning, Family Wealth Stewardship, Business Succession, Estate Planning and Philanthropy and has been featured in numerous publications.

Master's in Financial Planning from Kansas State University.
Bachelors in Organizational Leadership from Northwest University.

Certified Business Exit Planner (CExP) from the Business Enterprise Institute. 
Certified Financial Therapist (CFT-1) from the Financial Therapy Association. 
Chartered Advisor of Philanthropy (CAP) through the American College of Financial Services.  

Cary, his wife Tabitha and their four adult children live in Kansas City and are originally from Alaska.