Gail Burdyshaw, CRPS®
Gail Burdyshaw, CRPS®
Director of Client Relations & Communication
A lifelong local resident and graduate of Cleveland State University, Gail joined Bucholtz & Germo in January 2014 after being a client for several years. She believes in the value of quality adviser advice accompanied by personal service. She likes being part of the team and helping people reach their goals and see improvement in their lives.
Gail has earned the Chartered Retirement Plans Specialist, CRPS®, designation. She works with businesses to create retirement plans to help attract talented employees and offer current employees retirement planning assistance. During client meetings, Gail captures the details and follows up on the action items. Using Bucholtz & Germo’s software resources for income planning and Social Security, she works with clients to provide accurate and meaningful reports while keeping the focus on the clients’ goals. This helps them make good financial decisions. Gail enjoys meeting people to share what Bucholtz & Germo has to offer by organizing engaging client events and reaching out to accountants and attorneys.
Gail enjoys being outdoors and active. She frequents the Metroparks for biking, hiking, running and cross-country skiing in the winter. She loves to travel with her husband, Will, and family and friends. Please share the places you love to travel- she is open to suggestions for 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.
Email: gail@bgwealth.com