Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Advisor photo for May Lai

May Lai

CRPC, CMFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit May Lai's website
Advisor photo for Gerard C Lemly

Gerard C Lemly

CFP®, ChFC®, CRPC

Private Wealth Advisor

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


Team

Tiffany Hamilton

Client Service Specialist