DowDuPont, Olin, BASF & STNP
For over 30 years, The Gary Foose Group has built ongoing relationships with pre-retirees and retirees in the chemical and petrochemical industry. We developed and refined a process to help transition individuals from work to retirement. Our process benefits pre-retirees and retirees in the decisions they have to make. A short list of some common decisions are: a monthly pension or lump sum into IRA; a single life annuity, 50% or 100% pension; rollover the 401-k or leave it at employer; social security early or defer; deferred compensation over 5, 10 or 15 years; payoff loan on 401-k or default; severance pay options and life insurance options. Each client has their own investment objectives and we help them make decisions specifically designed to help them achieve those objectives. Our combined 49 years of experience transitioning clients to retirement and our knowledge of the local corporate retirement plans eliminates the guesswork and makes sure there are no surprises.
Gary has invested 35 years establishing a philosophy, instituting a planning strategy and perfecting a “Live” process for his clients. Gary started his career in 1981 with the majority of the time at A.G. Edwards and became a part of the Baird family in 2014. Gary graduated from The University of Tennessee with a Bachelor of Science majoring in Finance. Gary has served as an industry arbitrator with FINRA (Financial Industry Regulatory Authority) since 2004.
Giovanna has spent the last 13 years listening to and collaborating with clients to develop personalized wealth management strategies. Prior to joining A.G. Edwards in 2003 as a financial advisor, Giovanna spent 15 years as a research analyst for a non-profit. Giovanna partnered with Gary Foose in 2005 and then joined Baird in 2014. Giovanna earned her CERTIFIED FINANCIAL PLANNER™ certification in 2006. She also holds a Bachelor of Science degree in Finance from Oklahoma State University and a MBA from University of Houston-Clear Lake.
Harrison joined Baird in 2014 and is an integral part of The Gary Foose Group providing client support. Harrison graduated from Sam Houston State with a Business Management degree.
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