Meet Gillian, a dedicated financial planning professional with a holistic approach to financial well-being. With extensive expertise in risk management, insurance, and long-term care planning, Gillian seamlessly integrates these elements into her clients’ short- and long-term financial goals.
Gillian’s diverse experience spans various roles and industries, from assisting small business owners in the art world to collaborating with executives at hedge funds. She finds particular joy in working with individuals who are dedicated to enhancing their strategic planning, offering them a comprehensive and tailored approach to financial success.
A graduate of Manhattanville College with a major in Sociology and a minor in Economics, Gillian brings a unique perspective to financial planning. Her professional background in sustainable fashion and finance adds depth to her understanding of the interconnected nature of personal and economic well-being.
Having lived in vibrant cities such as New York, Hong Kong, and Amsterdam, Gillian has recently settled down in Westchester NY. Beyond her professional pursuits, Gillian embraces life’s adventures by enjoying hobbies like hiking, playing tennis, knitting, and reading.
With Gillian as your financial partner, you can trust in her commitment to providing personalized and comprehensive financial planning solutions tailored to your unique goals and aspirations.