Health and Life

• Life Insurance
  Shelby joined the GCG team as a business development associate in March of 2022. Prior to GCG, she was a Registered Representative at Western and Southern Life, where she provided life insurance and investment products to individuals and families.
• Health Insurance
  Jonathan has over 10 years of work experience in the financial advisory industry. He has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing services, LLC, Ubs Financial Services Inc. & Re/Max Professionals. He holds his series 66 license, qualifying them as both a securities agent and an investment advisor representative. He also holds his series 7, along with a Life and Health Insurance license. Jonathan is also registered in North Carolina and Texas to serve investors. He has made the transition to GCG Wealth Management in 2021 taking on the role of a financial advisor. He also has the following securities registered in AZ, FL, HI, NC, PA, SC, TN, TX, & VA.
• Disability Insurance
  For the business owner, Bobbi’s specialties include, employee benefit and retirement packages, advanced business planning, deferred compensation, and buy-sell agreements. For the individual client, she provides personal financial planning. On the insurance side, this may include life, health, disability insurance and long-term care planning. She also helps clients with budgeting, risk management, retirement planning and portfolio management.
• Long Term Care
  Newhouse-Smith’s focuses on assisting physicians and attorneys in planning for retirement; wealth accumulation and preservation; retirement and legacy planning; risk management; tax-deferred strategies; life and long-term care insurance; advanced annuity strategies; IRA, 401k, SEP, profit-sharing plans; and education savings strategies. Mary prides herself on being an excellent fiduciary for her clients. She also advises her clients on matters of budgeting and general financial education.

Personal

• Annuities
  Andy founded GCG Wealth Management with his brother Dennis in 1994 and has since become a veteran in the financial services industry. As the senior vice president and senior partner at GCG Wealth Management, Andy heads the firm’s Charlotte branch as a senior advisor. With nearly 30 years of financial experience, Andy’s drive in the industry is as strong as it was on day one and is fueled by his passion for helping clients provide for their families after his own fight and recovery with lung cancer. While working with clients, Andy integrates managed money with annuities and life insurance to work in synchrony to help accumulate, preserve, and distribute his clients’ assets in preparation for retirement.