Gail Egbert

Edward J. Durica III, CFA

Gail Egbert

Senior Associate, Plan Design

Gail has over 35 years of experience in reviewing and analyzing client documents, both existing and proposed.  In addition, Gail designs diagrams that allow our clients to understand and evaluate our estate planning recommendations.

Team Members

James M. Johnston

President

Edward J. Durica III, CFA

Portfolio Manager and Chief Investment Officer

Gail Egbert

Senior Associate, Plan Design

Viney Gutt

Senior Associate, Underwriting