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"Collaborating to help achieve the highest potential of your personal values and financial goals."

What We Do

We offer custom investment management solutions and strategies for all phases of life.

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Who We Are

We are Accredited Investment Fiduciaries (AIF) helping people design and manage their financial plans to achieve a desired goal or lifestyle.

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Guiding Principles

We believe the trust you place in us is the most important part of our relationship.

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Meet the Team

Mary Gies

Mary M. Gies,  AIF®, Accredited Investment Fiduciary

Owner, Gies Associates, LLC, Registered Principal and Limited Partner and Investment Advisor Representative with United Planners

Cheryl Hirss

Cheryl Hirss, AIF®, Accredited Investment Fiduciary

Gies Associates, LLC, Investment Advisor Representative with United Planners

Gabe Medina

Gabe Medina, CRPC®, Chartered Retirement Planning Consultant

Gies Associates, LLC, Investment Advisor Representative with United Planners

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