Staff Profiles

Gary T. Baumgarten, CLU
Gary is a third-generation Floridian. He entered the insurance and financial services industry in 1979 after graduating with a B.A. in Business Administration from the University of Florida. He earned the Chartered Life Underwriter (CLU) designation in 1990 and also is a Life underwriter Training Council Fellow (LUTCF). He is a member of a number of industry organizations, including Central Florida Association of Insurance and Financial Advisers (CFAIFA), Central Florida Estate Planning Council, and the American Society of Financial Services Professionals. He resides in Winter Park with his wife, Dana, and their two teenaged sons.

Gail L. Ketch
Practice Administrator/Licensed Service Assistant
Gail joined the practice in March 1990, bringing strong skills in administration, problem-solving, organization and customer service. Born and raised in New Jersey, and a graduate of The Pennsylvania State University, she has a background in event planning, film production, and hospitality management. Gail works side-by-side with Gary to provide exceptional service to clients and business associates.

Patti Hannah
Sr. Staff Assistant
Patti joined the practice in April 2002, bringing with her many years of experience in employee benefits, banking and customer service. Patti is the dedicated, talented, resourceful and determined "point of contact" for the practice's employee-benefit clients.