Gail joined Bucholtz Consulting in January 2014 after being a client for five years. She believes in the value of good advisor advice accompanied by personal service. She likes being a part of the team helping people reach their goals and see improvement in their lives. This carries over to her free time being a Pilates instructor and helping people reach their fitness goals and enjoy exercising.
During meetings, Gail captures the details and follows up on the action items. Using our software resources for income planning and Social Security claiming she works with clients to be sure the reports are personal and meaningful to help them make good financial decisions. Client goals are the focus in solutions tailored to enhance our clients’ lives.
Gail is also responsible for marketing. Whether it is organizing fun, engaging client events, reaching out to accountants and attorneys or attending networking events, she enjoys meeting people to share what Bucholtz Consulting has to offer.
Gail enjoys being outdoors and active, biking, hiking, running and cross-country skiing in winter. You might see Gail in one of the MetroParks running or biking, or kayaking on the lake. She loves to travel with her husband, Will and her family and friends. They like to find new places and adventures to explore. Share the places you love to travel, she is always open to suggestions of great places to visit. Gail and Will have two adult children, Brett, an officer in the Air Force with a growing family, and Kelsey, who lives locally.