Gail Champiny

Operations Manager/Concierge Client Services

Office: (860) 838-3730

My Background:

  • B.A in Marketing and Management, University of Connecticut
  • Life, Accident and Health License
  • Series 7 and 63 held with LPL Financial
  • Notary Public

My Purpose: I am responsible for the day-to-day operation of the firm, including accounting, billing, human resources and compliance.  I bring to the role more than 15 years of experience in the financial services industry, formerly as a Practice Manager and a Business Operations Manager.

My Promise: I will put my knowledge and passion for service to work every day to help our team fulfill the needs of our clients.

My Balance:  I live in Enfield, CT with my children, Daniel and Lauren.  I’m a group exercise instructor, and enjoy hiking and spending time my family.