Gary is a financial professional with 46 years of experience. His career began unexpectedly during a tough time in the construction business, but it quickly turned into a lifelong passion. Gary’s expertise spans senior financial planning and long-term care, with certifications as a Certified Senior Advisor and Certified Long-Term Care specialist, and he’s pursuing further designations in ChFC and CLU. A lifetime member of the Million Dollar Round Table, Gary thrives on helping others achieve financial success.

Gary and his wife Melinda reside in the Adirondack foothills of New York, where they enjoy family time with their five children and seven grandchildren. They actively volunteer at their local animal shelter and love outdoor adventures like hiking, camping, and skiing—one of Gary’s lifelong passions. He also enjoys classic convertibles and motorcycle touring, finding freedom on the open road.

Director of Operations

Melinda is a retired educator with a remarkable 30-year career in the education and corporate training fields. For a decade, she dedicated herself to teaching math to middle and high school students, followed by 20 years in state government, where she educated fellow employees using technology-based training methods.

At Mansfield Financial Strategies, Melinda has found the perfect opportunity to apply her wealth of experience and expertise in instructional technology. Currently, she is pursuing an insurance license to further enhance her ability to serve the company’s clients effectively.

During her leisure time, Melinda indulges in her passion for gardening and takes pride in creating various jams, jellies, pickles, and relishes using produce from her own vegetable garden. Besides gardening, she enjoys baking and immersing herself in a good book. Melinda’s dedication to horticulture is evident as she actively completes the Master Gardener program with her local Cooperative Extension.

On a more personal note, Melinda cherishes her family, including her children and grandchildren, holding them dear to her heart. She cherishes quality time spent with her husband Gary, whether they’re working together or, ideally, exploring new places through travel.

Sales Associate

Upon graduating from the University of California Merced, Sergio moved to Arizona to pursue his career in finance. With 7 years of experience, Sergio now specializes in helping advisors create retirement growth and income plans for clients. Motivated by the understanding that a failure to plan is a plan to fail, Sergio works to make sure clients understand the importance of setting the right plans for a financially peaceful retirement.

Finance is only one of Sergio’s many passions, some of the others include hiking, golfing, soccer, football, hanging out with his cocker-spaniel Bruno and his fiancée Mariela, and most of all enjoys trying new foods and meeting new people.

With an end goal to be in the Financial Advisor role, Sergio continues to hold himself to the highest of standards to always do right at all times.

Sr. Advisor Development Consultant

Bio coming soon…

Retirement Distribution Specialist

Jim Haass is a seasoned financial professional with an impressive track record spanning over two decades as a special agent with Northwestern Mutual, where he honed his expertise in guiding clients through complex financial landscapes. He further excelled as a financial advisor, contributing his insights to some of the industry’s largest commercial banks, including JP Morgan and HSBC, for a commendable 15 years. In his commitment to education, Jim served as a presenter of enlightening “Taxes in Retirement” seminars for two years, empowering individuals with essential knowledge.