Gail Engler, Sr. Operations Associate

Gail Engler is our Operations Manager and assists our team of CFP professionals.  Gail has been with Clario Financial since 1987.  She assists our clients with any service item or non-trading issues that they may have.  Gail’s education includes completion of the Financial Paraplanner course and the LPL AdminU program at the Bachelor’s level.  As an Enrolled Agent, Gail’s area of focus is Federal tax laws and how they impact our clients.

Gail has two daughters, Eva and Emily, who are completing their Master’s Degrees and are moving on to their respective fields of nursing and biological research.  Gail and her husband James like to snow ski, bicycle, and hike.