Gail joined the New York Life Insurance Company as a full time agent in 1988. Her office is currently located in Milwaukee, Wisconsin.
Gail works in the area of retirement planning, estate transfer and conservation helping her clients to identify and achieve their financial goals by looking at all aspects of their life and estate as one. When appropriate, she works with her client's professional advisors to help achieve her client's objectives. She is committed to help educate her clients about the importance of creating a plan for their future needs.
Gail understands the importance of continuing her professional education for the benefit of her clients. She is a Chartered Life Underwriter, Chartered Financial Consultant and is Certified in Long Term Care. She is a Registered Representative for NYLIFE Securities LLC.* As an Investment Advisor Representative of Eagle Strategies LLC her clients have access to Mutual Funds*, Separately Managed Account Programs and Financial Planning Services.
Gail is active in the Milwaukee community and serves as a resource for insurance and investment* needs. Currently she serves on the Board of Directors of the Society of Financial Professionals. She has spoken on topics related to retirement planning and estate conservation strategies. Gail resides in Franklin, Wisconsin.
*Registered Representative offering securities throught NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency 135 South 84th Street, Ste 201, Milwaukee, Wi 53214. Telephone 414-256-8700.