Gary Katz CBEC®
Questioner · DISC type cGary is a Wealth Preservation Specialist at Sagemark Consulting, focusing on estate planning, business succession, and executive compensation strategies for high-net-worth families. With over 40 years of experience, he holds a BBA from George Washington University and is a Certified Business Exit Consultant® (CBEC®), coordinating with advisors to implement cohesive financial plans.
Originally from Livingston, NJ, Gary now splits his time between North Caldwell and Holgate. He is married with two adult sons and enjoys playing tennis and pickleball, jogging, and spending time at the beach with his family. He has also been involved in non-profit work, serving on community boards.
Interesting fact: He has been visiting Holgate, his self-proclaimed "favorite place in the world, " since he was nine years old.
Read the full overview →How Gary shows up
They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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