Gail Lee

Staff

I am a Licensed Clinical Social Worker and Certified Geriatric Care Manager. I have extensive experience in benefit planning and assisting families to obtain appropriate care. I have a Master’s degree in Psychology and a Masters in Gerontology and have used my experience as a Senior Advisor at the firm since 2005.

Facts About Me

• I served in the US Army and worked for the Army for many years and enjoy working with the veterans that come to our firm.
• I have a daughter who recently got married so now I am experiencing that empty nest syndrome.
• I am involved in many community activities at my church, Lion’s club, and Women’s Army Corps Association.

Why I Love My Job

I enjoy helping individuals and families coming to the firm design a plan that brings solutions and peace of mind to their planning process.  Benefit planning, whether it be Veteran or Medicaid, is complex and very difficult to understand and I enjoy solving the puzzle to enhance the individual and families experience and secure their legacy