About Gary
Lotus Financial Services is proud to be a member of the Monroe County Chamber of Commerce and was named Monroe County Small Business of the year in 2014. I believe strongly in investing in the Monroe community as demonstrated by having served as a member of Education Plus Credit Union as a nationally certified Credit Union Board Member. I have also served on the Humane society Board of Directors. I support the youth of Monroe through 46 years of officiating youth sports, numerous team sponsorships, and 20 years as a 4-H leader.
Education
Bachelor's degree
Master's degree
Ed S
Licenses
Series 6
Series 63
Life
Variable Contracts
Accident & Health
Property & Casualty
Other Credentials
EA
IBF Designations
CTS®
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At a Glance
IBF Designations
1
Member Since
2013
Other Credentials
1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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