Gail Werner-Robertson’s passion for finance, coupled with a desire to help families manage and pass on their wealth led to the creation of GWR Wealth Management, LLC. Gail is founder and CEO of this family office services firm, which is dedicated to helping high-net-worth individuals manage their resources and futures. Gail also founded GWR Investments, GWR Financial and GWR Law more than 15 years ago.
Gail’s path to president of GWR Wealth Management began with her graduations from Creighton University (B.A. magna cum laude) and Creighton University Law School (J.D. cum laude). She was admitted to the Nebraska bar and has held NASD General Securities Principal and Municipal Securities Principal designations. Her expertise in financial planning and wealth management has made her a trusted source for publications such as the Robb Report’s Wealth magazine, the Omaha World-Herald and the Midland’s Business Journal. GWR Wealth Management is listed in the family office section of Bloomberg News.
Gail’s board and philanthropic affiliations include: Gubernatorial appointment as Chairwoman of the Nebraska Investment Council 2005-present; Gubernatorial appointment to the Nebraska Investment Council, 2002-present; Board Member, Creighton University; Board Member, Greater Omaha Chamber of Commerce; Board Member GWR Sunshine Autism Foundation; Board Member MECA; Advisory Board Member, Creighton University School of Law; Advisory Board member, Creighton University’s Werner Institute; Board Member, Marian High School; Board Member, Durham Western Heritage Museum; Christian Business Woman’s Forum; 2005 Chair and 2003 Co-Chair, Salvation Army D.J.’s Hero Luncheon; Board of Trustees, Boy Scouts Mid-American Council; Past Committee member, NASD District 4; Past Board Member, NASD Small Firm Advisory Board; Past Board Member, Bellevue University.
In addition to managing the strategic direction of her firm and investing in her community through philanthropic works, Gail is a strong advocate for autistic children, founding the GWR Sunshine Autism Foundation and sponsoring an annual fundraising event for Autism programs and education in Nebraska. Mother to four children – Jared, Afton, Cleighton and Brynn – Gail resides in West Omaha with her children and husband, Scott Robertson, owner of the air charter company UltraAir.