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Gabe Johnson

Gabe Johnson


Education and Biography

Gabe, a client-focused paraplanner, prioritizes understanding the unique needs and goals of clients to ensure they are taken care of with a high degree of excellence in service. Beyond finance, Gabe finds joy in music, food, visual art, and sunset vistas, enriching both personal and professional life. 


With a background in leadership training from Australia, coaching experience in health and wellness, and a bachelor's degree in psychology, Gabe offers a unique perspective to our team. With a client-centered approach at the forefront, Gabe leverages his skill set to ensure tailored solutions that prioritize the individual needs and goals of each client, fostering meaningful and lasting relationships within our team.


Gabe’s primary responsibilities include managing client files, empowering the team to work in productive work flows, answering phone calls, processing transactions, conducting research, preparing reports, and analyzing financial data to support the development of comprehensive financial plans for clients.