Shirley Gordon

Director, Family Office & Wealth Advisory, G2 Insurance

Shirley is a trusted advisor to successful families and their wealth management partners, protecting assets and legacy. 

Her 20 years of experience and focus aligns with G2’s client mission: Advise Wisely, Service Extraordinarily, Protect Relentlessly.  Shirley mentors other professionals at G2 and nationally who want to learn how to deliver more timely and valuable risk management advice and solutions.  

Current 

G2 Insurance Services:  Director, Family Office and Wealth Management 

Previous Company Experience

Lockton Companies 

Wells Fargo Private Risk Management 

Marsh Private Client Services 

Education 

BS Business Management 

Certified Risk Manager (CRM) 

Professional Affiliations 

Faculty, National Alliance for Insurance Education and Research