Gary Wyatt helps his clients stay ahead of the trends in benefits and compensation. With more than 20 years of experience, he combines keen business sense and technical know-how to arrive at practical solutions. A Certified Pension Consultant (CPC), as credentialed by the American Society of Pension Professionals and Actuaries, he has served on that body’s Education and Examination Committee.
A Certified Public Accountant (CPA) licensed in Texas and Massachusetts, Gary served as an editorial adviser to the American Institute of Certified Public Accountant’s Journal of Accountancy. In recognition of the need to stay abreast of developments in life and health insurance and financial planning, Gary is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He is also past president of the Society of Financial Service Professionals’ Dallas Chapter.
Certifications
- Certified Public Accountant (CPA), Texas and Massachusetts
- Certified Pension Consultant (CPC)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
Education
- BA, Psychology, University of South Alabama, 1979
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member; Former Editorial Adviser)
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants – Dallas Chapter (Member)
- American Society of Pension Professionals and Actuaries (Member)
- Society of Financial Service Professionals – Dallas Chapter (Member; Past President)
- North Dallas Shared Ministries (Advisory Board)
- Central Congregational Church (Mission Board)
- United States Tennis Association (Umpire)
Publications & Speeches
- Roth Conversion - The "Nitty Gritty", March 2010
- New Mandatory Electronic Filing Requirements for Form 5550, March 2010
- Why Semi-bundled?, February 2010
- 2010 Roth Conversions - A New Opportunity, February 2010
