With more than 18 years in the financial services industry, Garner offers much experience to help clients pursue their financial goals. He specializes in serving select families and businesses with risk management, customized investment management and comprehensive financial planning – all with personalized customer service that’s focused on their individual needs. Knowledgeable and reliable, Garner finds great fulfillment in helping our clients strategically pursue their personal and financial aspirations.
“With an in-depth understanding of our clients and their risk tolerance, we are committed to helping them realize their personal, professional and financial goals,” says Garner.
Garner was previously a managing partner and branch manager with Wells Fargo Advisors. He began his financial services career with Merrill Lynch, later joining Citi Smith Barney as a financial advisor in Cherry Creek, Colorado. Garner earned a bachelor’s degree in psychology from Arizona State University.
In 2017, Garner and the Schwartz Mabry team affiliated with Raymond James as an independent practice. “Raymond James offers the culture, resources and mentality to help us serve the best interests of our clients,” says Garner.
Since 2015, he and his wife have served on the board of directors for KLIFE Denver, a community-wide, interdenominational Christian ministry of discipleship and fellowship for youth and their families. Garner enjoys being in Colorado’s beautiful outdoors mountain biking, snowboarding and telemark skiing in his spare time, and is a competitive masters division CrossFit’er.
Born in California’s Bay Area, Garner grew up in Scottsdale, Arizona. He is married to his high school sweetheart and is a proud father to two daughters.