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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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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