The knowledge and experience you expect
James H. Gemmill, CRPC® Financial Advisor |
Karen S. Becker-Gemmill Financial Advisor |
Jim has been a financial advisor for over 20 years. Before that, he worked in the private sector for several years in corporate executive roles and in partnership with small businesses. Jim holds these certifications/registrations/licenses
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Karen joined the practice in 2016 after 30 years in financial services across insurance, investments and banking. She has an extensive background in financial products across the spectrum of client needs. Karen holds these certifications/registrations/licenses:
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We believe that a plan is a powerful tool to help you reach your goals and aspirations and ensure you have the life experience you desire. We are committed to helping ensure you feel knowledgeable and confident about the financial decisions you make.
One of the benefits of working with our team is that you can be assured you will be given clear, easily understandable explanations of financial solutions and services – we have years of experience taking the complex and making it simple.
And, the most important factor is that the advice you receive will be personal – focused on your unique needs and situation.