Who We Are

Gayle Long is a financial advisor with over 30 years experience in the investment industry. She has used financial planning and advisory services as a cornerstone of her practice since 1984. She holds the title of Certified Financial Manager , as well as securities licenses Series 7,63, 65 and Insurance registrations.

Gayle has spoken to numerous client groups, organizations, and broker dealer conferences nationwide as well as the  Virgin Islands and Puerto Rico. She has presented at the  Nashville IAFP, the South Florida IAFP Regional Conference, and the Roundtable Broker Dealer network with participants from over 30 regional brokerage firms, detailing concepts, implementation and strategies for asset allocation. Her clients include private, corporate, trust, not-profit and international accounts for portfolio management, asset allocation, wealth preservation, and financial management.

Prior to Long Financial Services,an independent advisory since 2002,  Gayle was recruited by Merrill Lynch in 1995 to open the Maui office with her husband Don (deceased).

Gayle is past District Chairman of SCORE, Vice President of Big Brothers/Big Sisters Maui, member of the Kahului Rotary Club, the Maui Executives Association, and volunteers for many Maui non profit and educational groups and organizations. She also serves on the Investment Advisory Committee of the Hale Makua Foundation.

Brian Thomas has managed money professionally for over 8 years for high net worth individuals, families, businesses, non-profits and foundations.

Formerly with with UBS/Paine Webber, he moved to independent brokerage 3 years ago to provide his clients a  conflict free environment with more choices and
services.   Mr. Thomas is both a registered representative with  Series 7,
63 , 65  and insurance licenses, as well as a  Investment Advisory Representive with FSC Securities Corp., member AIG Advisory Group.

Brian takes pride in managing money in a fee based environment with many investment choices,  while being flexible to provide unique capital preservation strategies.   His love of helping people with their financial lives also translates to volunteering in the community.  He is President of the largest Toastmasters group on Maui, as well as a business counselor with SCORE through the Maui Small Business Development Center. Brian serves on the board for Maui SCCA, as Chair of the Finance Committee for Maui Boat and Yacht Club, Vice President MACK Fund, is active with the Chamber of Commerce,  and serves on several other corporate boards.  Free time on weekends will find him reading, mountain biking or on the ocean surfing, sailing, windsurfing, and free diving.

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