How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Gerard C Lemly

Gerard C Lemly

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gerard C Lemly's website
May Lai

May Lai

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit May Lai's website

Allison N Lemly

Associate Financial Advisor

Visit Allison N Lemly'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
View more
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
View more