Meet the Team: Gayl Gelderman, Client Manager
Gayl has been a staple at Soundmark since the beginning. Her attention to detail and organizational skills have been instrumental in her 20+ year career working with CPAs and in the financial industry. Surrounded by some of the smartest and most talented folks in town, Gayl is inspired to provide a superior service experience for our clients. We are lucky to have her on the team!
What do you love about your job?
The client relationships developed over the years.
What brings you energy?
I’m kind of a neat freak. My kids laugh and say I can’t sit for very long without finding something to do -- because there always is.
Besides becoming a mom and grandma, my greatest achievement was riding the Seattle to Portland (STP) 200-mile bike race – my 50th birthday goal. We rode 140 miles on day one and the remaining 60 miles on day two.
Friends describe me as:
Thoughtful, very loyal, reliable, trustworthy, sincere, competitive, adventurous, and always enjoys a good time!
Early money management teachings:
My parents taught me how to manage money wisely. They were young kids in the Depression-era and understand the value of money.
How I stay busy:
I love to paddleboard in the sunshine and spend time with my grandson and family.
“It is Well” by Bethel Music.
Approach to client services:
Serve our clients in a language they understand as quickly and efficiently as possible.
My last meal would be:
Filet Mignon Steak Oscar, medium rare and a loaded baked potato, maybe a little salad or asparagus. Not too heavy on the veggies.
Being surrounded by professionals smarter than myself i.e., CPAs, CFPs®, and financial advisors.
What matters to me:
Faith and honesty.
This content is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.