Financial Advice That Makes the Complex Simple

Meet Gail

Gail was born and raised in Long Beach, CA. At age 17, she began working in the offices of the City of Long Beach and was promoted quickly within the organization. In 1985, she moved to San Francisco with her then 1-year-old daughter to take a position with Bank of America. This was the start of her career in the financial industry. Gail received an opportunity to work for a small boutique brokerage firm, Sutro & Co., and at that point realized that working in financial services was the career she wanted. She moved from the stockbrokerage business to working with money managers and, instead of assisting stockbrokers, she started assisting clients – which is a great fit for her outgoing personality. Customer service is one of the most important aspects of her role with Carson Wealth and with over 35 years of financial experience, she helps guide each client through the account process. She feels that each client is an extension of family and welcomes the opportunity to assist where there is a need.

Gail welcomed a son in 2001 and he is currently studying to become a chemical engineer. Her daughter is now married with 2 children and she also works in the financial services industry. Being a mother and grandmother is the greatest blessing Gail has been given. Learning new languages, watching movies (old and new) and listening to music — whether it is at home or at a live event – is how she spends her spare time.