Gary L. Osing is a Vice-President and Strategic Wealth Advisor at McAdams Group, LLC.
Education / Credentials:
FINRA Series 65 (securities and investments advisor)
Bachelor of Science Quantitative Accounting, University of South Alabama
Expertise:
Financial Advisory, Estate Planning, Income Tax
Gary serves clients who have retired from Federal Express, International Paper, Baptist Hospital, Shelby County Schools, and many other Mid-South employers. He specializes in investing for income, estate planning, asset preservation, Required Minimum Distributions, Social Security benefits, and income taxes. He has been with McAdams Group for more than 15 years. In both his professional and personal life, Gary has honed his people skills as a listener, mentor, servant, and advisor in whom his clients place great trust.
In addition to helping his clients generate more income for retirement, reduce taxes, and protect their assets from being diverted away from the family tree, Gary also focuses on helping seniors avoid the risk of spending down their principal when their medical expenses increase later in life.
Gary and his wife, Beverly, are originally from Springfield, IL, and have lived in Collierville, TN, for more than 20 years. Over the 55 years they have been married, Gary and Beverly have raised two sons and now enjoy their four grandchildren. In addition to his heavy workload, Gary is very much involved in serving at his local church and other ministries.
Passions:
Supporting clients whatever their needs may be.
Favorite Part of the Job:
Solving problems and advising clients.
Favorite Quote:
“If ya done it, it ain’t braggin.”