The Team

RidgePoint Financial Partners

Our Advisors

Gerard C Lemly

Gerard C Lemly

Private Wealth Advisor

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Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

La Salle University - B.S. Finance & Management, 1980-1984

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John D Jim

John D Jim

Private Wealth Advisor

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Designations

ChFC®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

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May Lai

May Lai

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

The Wharton School, University of Pennsylvania - BS Management, Philadelphia College of Pharmacy and Science (University of the Sciences ) - BS Biology

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Our Staff

Kathy Lemly

Kathy Lemly

Client Service Coordinator

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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
Julie Wall

Julie Wall

Paraplanner

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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