Gina Stormont

As a financial advisor, I help busy breadwinners and caregivers who underestimate the intricacies of financial preparedness to feel ready for anything by providing solutions that honor the tapestry of real life.

I support my clients by alleviating the pressure, stress, and time commitments around financial health by making sure they are prepared for and have clarity regarding retirement readiness, wealth management, tax planning, risk management, and estate & legacy decision. With empathy and understanding, I know that talking about money is personal and not always easy, so I make sure my clients walk away with a sense of confidence and clarity. I also make sure I get to know my clients on a personal level by understanding their priorities and motivations, allowing my work to be custom-tailored to fit the needs, wants, and goals of each person.