Partner & Certified
CFP, CLU, CH.F.C
Education and the pursuit of excellence in the financial planning done for his clients is a hallmark of Gil’s career.
Gil is dedicated to the premise, “We improve people’s quality of life by simplifying their financial affairs!” He says the following about his every day work with his clients, “I have great relationships with my clients. Wealth is not a measure of just assets; to me it is a measure of wellbeing. I’ll continue to help people wherever I can use the tools and talents I have at my disposal."