Gary Maack-Magnusson, J.D.*, LLM, CFP®, CHFC®, CLU®

Gary holds his JD and LLM degrees as well as Certified Financial Planner, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. He also holds Series 7 and 66 licenses. 

An industry veteran of more than thirty years, Gary was a senior consultant in Osaic’s Advanced Markets and Qualified Plans for more than 20 years. In that role, he answered a range of tax and legal questions about products—and their uses—sold by Osaic representatives. He transitioned to his current team in 2025, where he writes financial and estate plans for wealthy individuals and business owners.