Hello, I'm Gail.

The most common question I get is “How much money do I need to retire?” My response is, “Do you want to retire in a condo on Central Park South in NYC or in a double-wide on the Eastern Shore?” We design the plan for the life you want.

Gail has over forty years of experience in the financial services industry. She earned her undergraduate degree from the University of Michigan and her MBA in accounting and finance from the University of Maryland. Gail is currently a non-practicing CPA, but previously was a partner in the tax department of a top national accounting firm. Gail has her securities licenses as well as life, health, disability, and variable annuity licenses. She was designated a licensed Long-Term Care Professional in 1994.
Gail founded The Financial Strategies Group in 1990 to fulfill her passion for helping people and for problem-solving. Working with her team, she listens, educates, and outlines the costs and benefits of every situation, and she thrives on clients achieving their financial and emotional goals.

Gail and her husband Phil have raised two sons who both now reside in the DC Metro area and who have given them tremendous joy as well as a wonderful daughter-in-law and a perfect granddaughter. Gail is an avid game player, especially word games and card games. She loves the beach, traveling, reading mysteries, rock n’ roll music, the Nationals, Wizards, and Caps. Her volunteer activities have included teaching English to adult non-English speakers, serving as president of a professional study group, and serving on the finance committee of a non-profit organization. She is currently a committee member for various organizations and an active member in 100 Women Who Care.

Read Gail’s Blog

Fed Boosts Key Interest Rate 0.75%

In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.

Investors initially... read more

What’s This Talk About A Recession?

In recent weeks, the word recession has started creeping into business news and financial market coverage.

Is that cause for alarm or just another attention-grabbing headline? There’s no s... read more

Why and How to Get a Free Copy of Your Credit Report


There are two main reasons to get a copy of your credit report. First, there may be an indication on your report of identity theft. Check to see if someone else request... read more

I Bonds – The Good, The Bad, but Nothing Ugly

I Bonds – The Good, The Bad, but Nothing Ugly

You may have seen that I Bonds are currently yielding 7.12% through April 30, 2022, but you need to understand how I Bonds wo... read more

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