Gavin is a Financial Advisor with Harry S. Lodge & Associates and brings over 20 years of Financial and Insurance Industry experience and knowledge to his clients. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, customized financial and insurance planning.  

Gavin is a Dave Ramsey SmartVestor Pro and is a follower of Dave Ramsey’s principles regarding debt and investing (he’s on baby step 4, 5 and 6!).

Helping people, whether it’s helping with monthly budgeting, planning for retirement or simply helping clients make smart money decisions, is truly Gavin’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Gavin is honored that most of his clients call him a “friend” or even “family”.

Gavin graduated with a Bachelor’s of Science Degree from the University of Arizona. Gavin currently holds the FINRA Series 7, 63, 65, and 24 securities registrations with LPL Financial, LLC as well as numerous state securities and life and health insurance licenses.

Outside of work, Gavin is blessed and proud father to two beautiful girls, Grace (2001) and Claire (2003). Gavin is an active member in The New Centurions and the Scripps Ranch Old Pros.  In his spare time he enjoys golfing, running, snow skiing, camping and enjoying the San Diego beach and sun. 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Harry S. Lodge & Associates or LPL.