Gary J. Winschel, CFP®
Independent Wealth Coach
Gary Winschel, CFP ® is an Independent Wealth Coach with Freedom Investment Management Group. Gary has over 37 years of experience in the financial services industry in which he spent many of those years working with a large financial bank investment & wealth management program. During that time Gary impacted other financial professionals to achieve personal and professional gratification as he conveyed to them the importance of client relationships. Clients enjoy working with Gary because of his process which is designed to focus on them. He will invest the time to understand and review what it is that is most important to them. The benefit is that he will provide a personalized analysis and concept that aligns with their objectives. Gary received his B.S. in Finance from Gannon University and obtained his Certified Financial Planner certification in 1990. Comprehensive Financial Planning is the cornerstone in all of his relationships. Gary is married to Shirley Oligeri-Winschel and resides in Millcreek along with their son Austin. In service to his community, he is a member of the Millcreek Township School District Board of Directors, where he serves as President and a member of the Finance Committee. He also currently serves on the Board of Directors of the Ronald McDonald House Charities of Erie as well as a member of the Investment Committee for the Sisters of St. Joseph of NWPA.
Get in Touch
We'd love to sit down, talk, and get a better understanding of your unique situation. Fill out the form below and one of our advisors will get in touch to schedule a meeting as soon as possible!