As a third-generation wealth advisor, with over 35 years in the financial services industry, Gay brings an abundance of knowledge and dedication to her work at Overland & Shanahan. She demonstrates a genuine passion for connecting with people as she helps them plan for and navigate the many transitions that life brings. Gay specializes in:
- Financial Planning for Women
- Death and Divorce Planning
- Retirement Income Planning
Gay has varied experience and knowledge in public finance and the municipal bond market. With her keen knowledge of income planning and as a Retirement Income Certified Professional RICP®, Gay is qualified to serve clients who value secure income, asset protection, and risk management. Additionally, Gay holds security registrations through LPL Financial, as well as life, health, annuity and long-term care insurance licenses (California Insurance License #0C00018).
Gay is a native Californian with a passion for physical fitness. Her favorite activities are daily gym workouts, dancing, going to the beach, traveling and spending time with her family and friends. She also supports several charitable foundations including the Susan G. Komen Breast Cancer Foundation and Saint Martin of Tours Academy.