Direct Phone: 703-313-4894
Direct Fax: 608-236-6663
Located in: Kingstowne, VA
Covers: CO, DC, DE, MD, KY, NJ, NV, PA, TN, VA, WV
Check the background of this investment professional on FINRA BrokerCheck.
Gail is a Registered Representative through CUNA Brokerage Services, Inc. located at Pentagon Federal Credit Union. Gail has more than 30 years of experience in the financial services industry and has a LUTCF professional designation. Gail’s experience and background include retirement planning through the use of IRA accounts and other tax-deferred vehicles. The bulk of her career has been spent working with military and civil service employees to enhance their short and long term financial goals. She regularly does Thrift Savings Plan, 457 and 401(k) Plan rollovers and focuses on matching the investment vehicle to the member’s tolerance for risk and timeline for investing. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA) in the Northern Virginia area.
Gail is registered to sell securities and holds a life and health insurance license.
*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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