Gary Herz is a CFP® professional affiliated with Focus Partners Wealth, LLC and has 18 years of industry experience. He previously worked at GYL Financial Synergies for three years and spent 24 years at Wechter Feldman Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private funds. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Green is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, GYL Financial Synergies, Wechter Feldman Wealth Management, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm adopts an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.