bio
Gabe works with business owners and plan sponsors to evaluate, manage, and improve their 401(k) and 403(b) retirement plans. He helps employers identify potential issues with fees, compliance, and fiduciary responsibilities while making retirement plans easier to understand for both employers and employees.
Before joining intellicents, Gabe spent nearly three years as a financial advisor with Modern Woodmen of America, where he focused on employer-sponsored retirement plans. His experience includes analyzing Form 5500 filings, evaluating investment options, and helping employers address potential plan concerns. He also brings a background in entrepreneurship, insurance, and marketing.
Raised in Colorado Springs, Gabe enjoys the investigative side of his work, digging into the details of a retirement plan to uncover opportunities for improvement. Alongside Luke Rawlings, he's focused on building relationships with local businesses and helping more employees prepare for retirement.
education & certifications
University of Colorado Colorado Springs
Bachelor of Science in Marketing, Minor in Information Systems
Has previously passed the following exams:
Series 6, 63, and 65 Registrations
Life and Health Insurance Licenses
my idea of living the dream
Financial freedom means having choices. I want to do work I enjoy, spend time with my wife, travel, and say yes to the things that matter. My dream includes a home full of friends and good food, weekends spent golfing or hiking, and knowing I've helped people retire with confidence.
this is my dream job
I love the detective work that goes into reviewing retirement plans. There's something satisfying about finding an issue an employer didn't know existed and helping them fix it. Knowing that my work can make a difference in someone's retirement is what keeps me motivated.
this is how i make it real
Outside of work, you'll usually find me hiking, golfing, playing disc golf, or spending time with my wife and our two dogs. I enjoy cooking, mixing a good cocktail, and hosting friends for board games with a vinyl record playing in the background. My wife and I also love playing pickleball and snowshoeing near Pikes Peak.