CERTIFIED FINANCIAL PLANNER™
Gail Gill is a CERTIFIED FINANCIAL PLANNER™ practitioner at Worley Erhart-Graves Financial Advisors, Inc. As an Associate Financial Planner, she provides fee-only financial planning and investment advisory services. Her passion is to ensure our clients’ entire financial house is in order.
She has a Bachelor of Science degree with a concentration in Finance and a minor in Economics from Indiana University, Kelley School of Business. She completed the University of Texas’ Certified Financial Planning program and obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2012.
From 1996-2013, she worked for Charles Schwab in various roles of investment research, portfolio construction, and financial planning in both the Indianapolis, IN and Austin, TX communities.
From 2013-2016, she worked at Pie Charts Financial as an independent Registered Investment Advisor in Austin, TX, implementing comprehensive financial plans and investment strategies.
Since then, she has returned to Indianapolis and joined the Worley Erhart-Graves team.
Gail has been a member of the Financial Planning Association since 2012.
In her free time, she likes connecting and reconnecting with friends and family. She looks forward to having great conversations while exploring new restaurants, biking the trails, and attending sporting events and music venues. Life is a journey!