G2 Adds Family Office & Wealth Advisory Practice

Steve Dascole
Steve Dascole
Director of Personal Risk Management

G2 continues to expand its Personal Risk Management division by adding a Family Office & Wealth Advisory practice, led by industry expert, Shirley Gordon. Shirley partners primarily with wealth advisors, attorneys, and CPAs on personal risk management.   She delivers in-depth discovery, custom insurance placement,  and exceptional protection programs to successful individuals, families, and family offices.

“Shirley’s expertise with family offices adds a valued dimension to our highly respected Personal Risk Management team,” said Matthew Goldman, Principal and Co-CEO. “Her background in providing objective, thorough analysis and her track record of superior service will add value for our clients. In addition, Shirley’s understanding of our high-touch, hospitality-minded approach is a clear fit for our team. We are thrilled to have her aboard.”

Shirley Gordon can be reached at 415.426.6605 or sgordon@G2insurance.com.

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