As one of the premiere family practices in the western suburbs of Chicago, the professionals at Foundation Wealth Strategies have a growing need to service our clients in specific areas with specific expertise. Gayle concentrates her time on applications and audits for life insurance, buy-sell agreements, disability and long-term care insurance. She not only helps clients throughout the entire case design process from start to finish by assisting with the completion of the required forms and communicating with insurance underwriters to obtain necessary information, but also helps to ensure that once the application has been approved, the policy will be delivered in a timely fashion. Most importantly, Gayle also helps monitor each policy, facilitates beneficiary changes and runs in-force illustrations.
Prior to this time, Gayle spent several years as Office Manager in a variety of fields, including Property Management and Accounting. Since many financial plans involve a base of appropriate risk strategies like insurance, having a back-office licensed insurance professional is a valuable benefit of working with Foundation Wealth Strategies.
Gayle lives in Wheaton with her husband and two children. She volunteers at her local church and enjoys many activities with her family, such as travelling and visiting her extended family in Iowa.