Cathie Hurlburt R.F.P.®, FMA, CFP®, BBA, CLU®, CHS, CFDS

Senior Financial Planner

Safeguarding your family’s financial future

with complete wealth management services »

May Yee

As our chief processing clerk, May is responsible for processing all trades and managing our client record database system. With over 10 years of experience in working with various financial institutions, May has brought a wealth of practical know-how to our team.