Gail has over 22 years of experience advising ultra-high net worth families, and was a Managing Director at Deloitte Tax in the Minneapolis Private Wealth practice prior to joining Sawmill. Gail has extensive experience addressing the multifaceted tax issues and compliance needs of family offices, multi-generational family owned businesses and their shareholders, as well as C-suite executives. Her technical specialties include planning and reporting for complex individual and fiduciary income taxes, gift taxes, and estate taxes.

Education:

Marquette University, B.S. Accounting

Professional Certifications:

Certified Public Accountant
Certified Financial Planner