Wealth Manager & Retirement Income Specialist

17 Years
Financial Services Experience

BA
Presbyterian College

RICP®
Retirement Income Certified Professional®

WMCP®
Wealth Management Certified Professional®

Garry Tapler is an experienced financial professional who helps individuals and families navigate the transition from building wealth to creating sustainable income for retirement. His approach is centered on making complex financial decisions easier to understand and developing strategies tailored to each client’s goals, timeline, and comfort with risk.

With experience spanning wealth management, retirement income planning, insurance, and asset protection, Garry brings a well-rounded perspective to financial planning. He works with clients to address important questions surrounding retirement income, portfolio strategy, asset protection, and the preservation and transfer of wealth to future generations.

Garry holds the Retirement Income Certified Professional® (RICP®) and Wealth Management Certified Professional® (WMCP®) designations from The American College of Financial Services. These advanced credentials reflect specialized education in retirement income strategies, Social Security planning, tax-efficient retirement distributions, portfolio management, behavioral finance, and goal-based wealth management.

A graduate of Presbyterian College, Garry believes effective financial planning should provide more than a collection of products or investments—it should provide clarity and confidence. His goal is to help clients understand their options, prepare for the future, and build a financial strategy designed to support the life they want to live.