Our Team

Gary is the owner of Patriot Financial and a Certified Financial Planner ™.  He has worked in the financial industry since 2009.

 He takes a holistic approach to working with his clients and seeks to understand their financial, personal, family and business goals to tailor a comprehensive plan to help them succeed.  

 Gary has a bachelor’s degree from Rowan University (1994).  He is married to his lovely wife and college sweetheart, Danielle, and they have two daughters.  Gary is a Veteran having honorably served 10 years in the U.S Army as both an enlisted man and a commissioned officer.  He is also a volunteer firefighter in his hometown of Barnegat, NJ.  When away from the business and volunteer activities, Gary enjoys boating, fishing, and spending time with his family.

Darlene has over 20 years experience in office management, customer service and marketing.  She comes from a financial services background working in both small business and corporate settings.  She is here to assist our existing clients with account servicing requests and our new clients with our onboarding process.  

Originally from Fort Lauderdale, FL, she lived in North and South Carolina before moving to her husband, Craig’s hometown in New Jersey in 2013 with their daughter.  

She has a BA in Corporate Communications from Queens University of Charlotte, NC and holds a certificate from University of Pennsylvania Wharton School of Business (Achieving Personal and Professional Success).   She is also a NJ Notary.  When not at the office Darlene enjoys spending time with her family and volunteering with groups like the Girl Scouts and various performing arts organizations in the area.