Gerhardt "Gary" Hartman, CLU, ChFC

Managing Member / Founder

Professional Experience

With thirty years experience in financial services, Gary has been a branch manager and registered principal for a large investment broker dealer, exposing him to the widest range of financial products. As the endorsed financial planner for thirteen years for Hospital Corporation of America’s Senior Friends national group, Gary conducted nine hour educational classes encompassing all areas of financial planning in the cities of San Antonio, Corpus Christi, Austin, and McAllen. He was also featured in the Senior Friends national magazine on helpful investment strategies. In addition, The Methodist Health Care System contracted him over a ten year period to provide financial courses and consultations for all members of the 55 Plus and Women’s Plus groups in the San Antonio area. Gary also wrote and taught state approved Continuing Education courses which were offered in Dallas, Houston, Austin, and San Antonio for CPAs, financial planners and insurance agents. Courses included financial planning, estate planning, annuities, investments, and other related financial topics. Additionally, Gary was invited to teach the twenty-six week National Business Planning and Insurance course in San Antonio for the National Association of Life Underwriters.

Professional Organizations

Gary holds professional membership in the International Association of Financial Planning, San Antonio Estate Planning Council, The Society of Financial Service Professionals, and the national and local chapters of the Association of Life Underwriters.


Gary received a B.S. in Education from Concordia University and a Masters in Educational Administration from Texas A&M, College Station. While serving in the education profession as a principal, he was involved in making evaluations for the Southern Association of Colleges and Schools. The Chartered Financial Consultant professional designation for comprehensive financial planning, granted by the American College, was completed and conferred in 1989. The Chartered Life Underwriter designation for risk management was granted in 1988, also from the American College. In addition, he has been awarded the Life Underwriter Training Council Fellow designation.


Gary and his wife, Dolores, a retired elementary teacher, have resided in San Antonio for over thirty-five years. He is active in the community, and has served on various boards and committees, including Chairman of the Board of Elders. When he is not in the office, Gary enjoys playing guitar and watching the Spurs.