Gail focuses on building comprehensive financial plans for clients. As a recent widow, she has a unique appreciation of the goals and dreams of her clients and the importance of tailoring a financial plan to each individual and family. Her primary focus is helping clients invest assets for long-term growth and evaluating the risks that can undermine an independent financial future. Areas of focus include investment planning for retirement and education, as well as other major events throughout life like weddings and vacations; life, health, disability and long-term care insurance; and fee-based advisory service.
Gail builds lasting relationships with clients and builds plans that are tailored to each client. In order to pursue the client’s goals, she believes that budgeting is a vital tool in planning for the future. Gail works with clients in all phases of life.
Gail holds several licenses including General Securities Principal, Investment Advisory Representative and Life, Health & Long-term Care Insurance. Due to relocations of both Gail and her clients, she is registered to transact business in many states in addition to Missouri.
Prior to becoming a financial advisor in 2005, she received a BS in General Studies from the University of Louisiana at Lafayette, a BS in Dietetics and a MBA from Fontbonne University. She worked in healthcare throughout the St. Louis area for 13 years in both clinical and management positions. Her life experiences provide realistic insights into her practice.
Gail is an avid cyclist, enjoys the outdoors and enjoys traveling. She is currently a member of the Rotary Club of Webster Groves and has been a Rotarian since 2005, starting in Colorado.
Credentials / License
- General Securities Principal - Series 7/24
- Investment Advisor Representative – Series 63/66
- Insurance - Life, Health, LTC & Disability
- CERTIFIED FINANCIAL PLANNER™
Fee (hourly and asset-based) and/or Commission