Gary Reese considers himself to be a Financial Pastor. He is motivated from the heart to help people. At the core of his business model is the concept of “parakletos”—the Greek word for the Holy Spirit which means “One called alongside to help.” That idea of coming alongside is central to every part of Gary’s work with clients. It is Gary’s desire to walk alongside you (whether you are a widow, an individual approaching retirement, a family seeking college planning advice, or a seasoned investor with broad experience) and help carry your load—with expertise, compassion, thorough understanding, and careful planning.
Gary started in the financial services industry in 1987. His certifications include ChFC, CLU, and LUTCF. He is an alumni of The American College, has a BA from Ohio State/Asbury College, has a MA from Asbury Theological Seminary, and has a PhD in progress in Conflict Resolution.
After many years with a national financial services corporation, Gary felt led to start Faith Investment Services in 2003. He is a registered representative of cfd Investments. a broker/dealer based in Kokomo, IN. In the financial services industry, registered representatives are often called ‘independent’ or ‘captive.’ An independent registered representative is free to research a variety of products or plans that might meet your specific needs and implement what he perceives to be appropriate from a very broad field of choices. A captive agent is either employed by or committed to a specific company or family of products. When a captive registered representative looks for a solution, their field of choices is limited by what their company offers. Faith Investment Services isn’t the only independent firm out there. If you are considering leaving a captive agent (or at least checking out other options), there are a host of different registered representatives you can call. I would invite you to call more than one. Knowledge is power!
Gary currently serves clients in over 10 states. Gary is a trained researcher and has a host of credentials garnered from years of study. He has international teaching experience and has been a mentor and trainer for other registered representatives. As a former pastor and missionary, he is sensitive to the needs and unspoken concerns of people around him. He is committed to active listening. This creates an environment where he can explain options and teach financial principles without creating pressure. His clients appreciate being able to ask any question and receiving his advice free of obligation.
He enjoys golfing, watching Ohio State football, playing Axis and Allies with good friends, and staying in touch with friends around the world. He and Shannon enjoy traveling and visiting family.