RidgePoint Financial Partners

Advisors

Gerard C Lemly

Gerard C Lemly

Private Wealth Advisor

Visit Gerard C Lemly's website
John D Jim

John D Jim

Private Wealth Advisor

Visit John D Jim's website
May Lai

May Lai

Financial Advisor

Visit May Lai's website

Team

Kathy Lemly

Kathy Lemly

Client Service Coordinator

Qualifications

  • Kathy has 7 years experience

Roles & Responsibilities

  • Hours T - TH 9:00 - 5:00
  • Sets and confirms appointments, does appointment prep, and is responsible for follow-up letters, advisor record keeping and general office duties
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Julie Wall

Julie Wall

Paraplanner

Qualifications

  • Fully licensed, 32 years experience

Roles & Responsibilities

  • Hours Mon, Thurs and Fri 8:30 - 3:00 and Wed 8:30- 5pm
  • Julie processes new business and compliance paperwork, and is responsible for client transactions and portfolio rebalancing
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