Principal

Gary Wyatt, CPA, CPC, CLU, ChFC

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Principal

Meet Gary

Gary provides compensation and benefits planning, design and administration services to companies in a range of industries. With more than 20 years of experience, he combines keen business sense and technical know-how to arrive at practical solutions for clients, helping them stay ahead of the trends in benefits and compensation. 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.

He is also a certified public accountant (CPA), licensed in Texas and Massachusetts, and has  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, he is also a chartered life underwriter (CLU) and a chartered financial consultant (ChFC). Gary is also a past president of the Society of Financial Service Professionals’ Dallas Chapter. He received his B.A. in psychology from the University of South Alabama.

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Experience

Professional History

Experience

  • Travis Wolff, LLP
  • PricewaterhouseCoopers LLP (PwC)

Associations

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • American Society of Pension Professionals and Actuaries
  • Society of Financial Service Professionals - Dallas Chapter

Education

  •  University of Southern Alabama

Industries Served
Gary's Thought Leadership
Blog articles
Article
Many of your constituents may have questions in this crisis. We’ve created this resource as a public service to provide...
Blog articles
Article
By adopting a safe harbor 401(k) plan design, employers can avoid nondiscrimination testing and potentially allow large...
Blog articles
Article
A plan’s definition of “compensation” is important for many different aspects of plan administration — using the proper...