Gary Lutrick, MBA, RFC focuses on helping individuals plan for retirement, manage risk, and define financial objectives that integrate their family values. Along with nearly 30 years of industry experience, Gary holds a MBA in finance and the Registered Financial Consultant (RFC) certification.
Gary studied business and marketing at Lamar University before graduating from Louisiana State University in 1979 with an MBA in finance. After graduating, he started his career working in finance and treasury management at multiple companies. While working in the oil and gas industry, he focused on domestic and international corporate finance, 401(k) plan management, cash management, bank relations, and planning. He realized that many organizations, including successful businesses, struggled to implement and maintain a competitive 401(k) plan. After more than a decade in the corporate world, he decided to switch sides of the table and work as an advisor who helped businesses with their planning needs. He believed he could utilize his experience and education to advise private business owners and help them make informed financial decisions.
In 1988, Gary became an independent advisor and started his practice, Signal Business Group, in Atlanta, where he worked extensively in designing plans that addressed his clients' retirement goals, the disposition of their business interests, and their other cash management objectives. In 2017, he joined forces with Kevin Myers to form ATL Global Advisors. In 2019, along with Kevin Myers, ATL Global Advisors became Strategic Partners with J. Todd Watkins and Philanthropy Financial.
Gary currently resides in Sandy Springs with his family. When he isn't flying single engine aircrafts, he enjoys traveling and staying busy with his family.
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.