CFP, CEA, R.F.P
Gisele has worked with Brothers for 23 years and is a partner at the firm. As the firm’s successor, she is poised to continue the legacy of the firm and delivering its highly personalized client experience in decades to come.
Gisele’s passion is comprehensive financial planning. But to her, this has a deeper meaning than just creating retirement, estate, tax, cash-flow, and wealth accumulation plans. To her, it is about knowing everything about her clients, from how they think to what their personalities and preferences are. Most importantly, she seeks to understand their values and the legacy they want to leave behind.