Testimonials
"Gary is unique among his peers and consistently exceeds my expectations which are, admittedly, rather high. He has an uncanny ability to analyze a complex planning situation with solid proposals and solutions that meet planning objectives. He does his homework and always comes prepared, backing up everything with solid research and thorough analysis. He is passionate about the personal relationships that he develops with people and has always treated me as he would a member of his own family. When I first met Gary, I told him that I wanted him to put himself in my shoes in making any planning recommendations. He does! I have the highest regard for his competence, professional ethics and integrity. I consider Gary a trusted adviser and good friend."
John O. Brentin
Partner, Board Certified-Estate Planning & Probate Law Texas Board of Legal Specialization
Porter & Hedges, LLP
Houston, Texas
I thought I owned plenty of Life Insurance. I'm in my mid-60's and our Children are successfully married and self-supporting. The Life Insurance I purchased early in my career to protect a young family was in good shape and appeared to me to be adequate. Why on earth would I need additional life insurance?
It had been over twenty years since I last considered any estate planning, mainly because I was too busy building an estate to think about it's final structure or disposition. Then, a respected Houston Trust and Estate Planning Attorney introduced me to Gary S. Wolfe. Gary opened my eyes to the Estate Planning and Investment opportunities available using Life Insurance products. I found Gary to be professional, persuasive and compassionate. He is an excellent advocate for his clients. I recommend Gary and the services he porvides without hesitation.
Gary Forbes
Private Investor
Austin, Texas
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The first time I met Gary I immediately realized I was speaking to a professional with a passion for his work and the products he was able to offer through Northwestern Mutual. This became clear based on his approach to client service. Rather than being quick to tell me what I need he was quick to listen, understand my financial situation and then understand my long term goals and financial desires. This approach allowed him to help me implement an insurance plan to afford my family immediate protection and give me the flexibility to grow that protection over time. Over the years I have come to know, trust and admire Gary's ability to connect with his Clients and provide unparalleled service. I hold Gary to extremely high standards of excellence. In my profession and business, I need people to do what they say, say what they do and do it consistently well. Gary does. He also takes a tremendous amount of pride in his work ethic and product. I trust Gary and consider myself blessed to have him as a financial advisor and friend. If you are reading this testimonial and want more assurances about Gary's abilities..and to witness for yourself true professionalism and passion at work, then call Gary and make an appointment! . You and your loved ones will be glad you did!
Mark J. Mize
CPA, Executive Vice President, Chief Financial Officer and Treasurer
Petrohawk Energy Corporation
Houston, Texas
PwC's Clients expect consistently high-level client service from professionals with a strong grasp of complex technical subject matter and an ability to communicate it clearly and apply it to their circumstances. Since that's the standard I have to meet, I expect if from my Advisors as well. Gary has never failed to meet that standard, plus he knows my Family and cares about us as people. I don't make a significant personal financial decision without consulting Gary first, and I refer him to my fellow Partners, Friends & Clients.
Dennis R. McErlean
Partner & Tax Practice Leader
PricewaterhouseCoopers, LLP,
Houston, Texas
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"I was introduced to Gary S. Wolfe more than two decades ago, and have worked with him throughout all of the following years to address my family's financial and insurance needs. He excels in his knowledge of Northwestern Mutual's products and services, he has provided me with invaluable insights on future financial security planning needs, and he consistently enlightens me on matters to be addressed to secure that future for myself and my family. I greatly respect Gary's knowledge and expertise and consider him to be one of my most trusted advisers. I unhesitatingly recommend Gary to anyone who wants honest, quality, long-term financial and insurance advice."
Gregory P. Crinion
Managing Partner, Attorney & Counselor
Bay Area Houston Office of Crinion Davis & Richardson LLP
Houston, TX
"Meeting Gary Wolfe was one of the greatest moments for my family’s future financial health and security. In these financial times, I am blessed to have a financial advisor with ’s knowledge, integrity, and transparency. My wife and I met Gary through one of his clients, and it was immediately evident that he has earned all the qualifications that accompany his name. Planning our financial future and security had become a daunting challenge as we tried to assess the challenging realities of the future and the myriad of choices available to us. Fortunately, Gary ’s thorough analyses and clarity made our process a lot easier and more manageable. It was also extremely comforting to know that Gary ’s investment and planning recommendations were aligned with the ones that he chose for himself. Gary ’s knowledge, dedication, professional ethics, and association with the Northwestern Mutual Financial Network have earned him my trust as an advisor. His passion and integrity have earned him my respect as a friend."
Controller
National Energy & Trade, LP
Houston, Texas
Gary has been our Financial Advisor for over 14 years. I know my wife sleeps better at night knowing that our long-term financial planning is secure, thanks to Gary's guidance. Our five boys all carry Insurance Policies and College Plans though Northwestern Mutual, as well as myself & my wife! We consider ourselves fortunate to be Gary's clients. The Integrity that he and the Northwestern Mutual represent are a rare commodity in this day and age. Gary is a trusted Advisor and Friend who always has our best interests at heart.
Eric Johnson
Managing Director, Healthcare Advisory Services
Transwestern
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“As my wife and I were about to have our first child we were in the market for life insurance. We met Gary through a friend, and not only did we find a life insurance agent... we found a financial planner, a trusted advisor, and a friend. Through the last 7 years Gary has proven to me over and over that he is an expert in all aspects of insurance and financial planning. The passion he brings to his work, his attention to detail, and his affection for his clients is unique. I trust Gary with my family's security, future and well being. I consider myself lucky to have met Gary at such an early age and look forward to working with him in the many years to come.”
Anthony Damiano
Head of North American Power
Wood Mackenzie
Houston, Texas
"From the moment I met Gary I knew he was unique among Financial Advisors. His passion, honesty, integrity and knowledge truly sets him apart. Gary has been invaluable in helping secure our family's financial future. I count it a blessing to have Gary as my Advisor and friend. For someone that will work with you to help manage your wealth, then Gary S. Wolfe is that person!"
Andre J. Broussard
Vice President - Exploration
Probe Resources U.S., Ltd
The Woodlands, Texas
"Gary is a valuable member of our team. He wasn't a salesman that sold us something and then we never saw him again. We have annual visits to reevaluate our progress and future needs. That shows us that he wants to stay on top of our situation and that he is very interested in helping us achieve our goals. He also wasn't a salesman who recommended something he doesn't have the integrity to own. He truly practices what he preaches. Gary has been like a Coach that has challenged us and pushed us. We are grateful for his experience and we have found that the letters after his name really means he does know his stuff!"
Ron Thompson
Owner - Thompson's Landscaping L.L.C.
Tomball, Texas
A Love Letter to Your Family:
What's the finest love letter you can write your family? Gary S. Wolfe, MBA, CPA, LUTCF, CLU, ChFC, CLTC, AEP recommends protecting their future financial security and dignity by putting your signature on quality life insurance and disability income insurance policies. One of his clients, Sharon Kemmerer, took Gary's advice...and now she calls him "her hero."
When they heard about my husband's health, most agents lost all interest in us ..... but Gary Wolfe was different. When Gary called us, he said, "I can't guarantee that I'll be able to get you coverage, but I can promise that no one will work harder for you."
His tenacity and his loyalty to us have been amazing and he was able to find coverage for my husband through Northwestern Mutual. After my husband passed away just four years later, Gary gave us amazing support and advice. I don't know what my daughters and I would have done without him. No one wants to think about needing life insurance, but there are bills you can't imagine from grief counseling to child care. Social Security alone wouldn't have been enough. And after our struggle with a preexisting condition, we got our eight and ten-year old daughters insured to guarantee their insurability for life (provided they keep up their payments as adults). You have to plan ahead.
"Very few people are lucky enough to find a career that's a perfect fit for them.....but Gary certainly has. After losing his father when he was very young, he made the commitment to protect other families. I really believe that he's doing what God put him on this earth to do.....and he's absolutely my hero"
Sharon Kemmerer
Widow
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that were provided by Northwestern Mutual Investment Services, LLC (NMIS) or an investment adviser representative of NMIS. The advisor is not an investment adviser representative of NMIS.
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