What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Gerard C Lemly

Gerard C Lemly

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Gerard C Lemly's website
John D Jim

John D Jim

ChFC®, CRPC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit John D Jim's website
May Lai

May Lai

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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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