Gail has over forty years of experience in the financial services industry. She earned her undergraduate degree from the University of Michigan and her MBA in accounting and finance from the University of Maryland. Gail is currently a non-practicing CPA, but previously was a partner in the tax department of a top national accounting firm. Gail has her securities licenses as well as life, health, disability and variable annuity licenses. She was designated a licensed Long-Term Care Professional in 1994.
Gail founded The Financial Strategies Group in 1990 to fulfill her passion for helping people and for problem-solving. Working with her team, she listens, educates, and outlines the costs and benefits of every situation, and she thrives on clients achieving their financial and emotional goals.
Gail and her husband Phil have raised two sons who both now reside in the DC Metro area and who have given them tremendous joy as well as a wonderful daughter-in-law and a perfect granddaughter. Gail is an avid game player, especially word games and card games. She loves the beach, traveling, reading mysteries, rock n’ roll music, the Nationals, Wizards and Caps. Her volunteer activities have included teaching English to adult non-English speakers, serving as president of a professional study group, and serving on the finance committee of a non-profit organization. She is currently a committee member for various organizations and an active member in 100 Women Who Care.