Who We Are
Our Team
With over 55 years of combined industry experience, Jeramy May and Kimberly Nelson-Velasquez strive to provide excellent service as they guide clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
