Our Management Team

Gary Johanson is responsible for the development and management of all client accounts in the Southwest. His 15-plus years of experience in the financial services industry include positions in international portfolio management at Continental Bank in Chicago (later Bank of America), in wealth management at Aegon/Transamerica, and in management at an insurance and financial planning firm.

After graduating from Grinnell College, Gary earned an MBA from the Thunderbird Global School of International Management. In 2006, he qualified as a Million Dollar Round Table producer. He is a member of the Greater Phoenix chapter of the Society of Financial Professionals.