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Gary Roberts

Senior Instructor

Gary Roberts

Gary is a Senior Instructor with MME and was among the first selected volunteers expanding the service to Washington in 2001. Having been a teacher for the first 20 years of his adult life and then selecting a career in financial services in 1990 has been a natural transition, preparing Gary to be a regular keynote presenter at dozens of the area’s most successful and forward-thinking companies and organizations.

As an MME instructor, Gary adheres to rigorous standards to keep his continuing education and presentation skills enhanced. Having over 40 years of experience as an "educator" has fostered a unique ability to assist individuals in customized retirement planning, investment planning, and lifestyle planning. He is a member of the National Association of Insurance and Financial Advisors.

Gary graduated from Illinois State University with a B.A. in Education and graduate training in Gifted Education and a Minor in Art. Gary and his wife, Ann, live in Redmond, Washington. They have two grown children and four "perfect" grandchildren.

"A goal without a plan is just a dream."

Gary is thankful his chosen profession allows him to "help people develop achievable goals with workable plans that can transform their dreams into reality."


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