Gail brings a unique skill-set to Highpoint Planning Partners based on almost 30 years of experience in the industry. She began her career in 1989 with an independent broker dealer. She supported several advisors at Morgan Stanley for many years before assisting various LPL Financial advisors over the past 11 years. Her problem solving, and resolution skills are second to none.
Gail serves as the firms Transition Specialist and facilitates complex advisor solutions.
In her spare time Gail is the artistic director for a local live theater company and enjoys special times with her family including her two adorable grandchildren and her two senior yorkshire terriers.