Gail Hatfield, CFP®

Gail Hatfield is originally from West Virginia. She is a graduate of West Virginia University with a BS in Business Administration specialized in Finance. Gail has been working in the financial industry for 7 years, gaining experience first in banking followed by wealth management.

As a CERTIFIED FINANICAL PLANNER™ practitioner, her goal is to understand your current financial picture and goals to develop a solid investment strategy and financial plan tailored to you. Driven by her passion for empowering others with financial knowledge, she takes pride in providing the education behind her recommendations. In addition to her primary job functions, Gail is also involved in coordinating client events/marketing and ensuring compliance standards.