Gail Egbert

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