“For me, it’s an exciting time because we’re increasing not our capacity, but our capabilities,” says Doug May, owner and chief investment officer for May-Investments.
Doug says he and Barbara Traylor Smith, investment advisor at May-Investments and president of Retirement Outfitters, began working together about three years ago to offer financial planning services to clients. Retirement Outfitters is an insurance-licensed retirement-planning firm, and Barbara’s expertise at financial planning will be crucial as assisting clients with financial plans becomes a focus of May-Investments.
“We’re becoming more than just an investment shop,” Doug says.
Lisa Mauser began work Sept. 1 as retirement concierge for May-Investments. “She’ll work with our custom wealth management clients to help in any area we can that isn’t financially related,” Doug says. For example, Lisa will help clients with various non-financial questions about their retirement plans, and she also will help create special events to help clients enjoy their retirements.
Before coming to May-Investments, Lisa worked as a compliance officer and branch manager for The Bank of Grand Junction, a family-owned business started by Lisa’s grandfather.
“She just loves taking care of clients,” Doug says. “She’s been a stay-at-home mom for the past five years and has put on some of the most phenomenal children’s birthday parties. We want her to bring that same creativity and enthusiasm to serving our clients.”
Diane Gigliotti began working as May-Investments’ office manager in January 2010. Formerly administrator of the Mesa State College Foundation, Diane helps with client services and ensures the accuracy of back-office records for May-Investments.
Douglas B. May, CFA, is President of May-Investments, LLC and author of Investment Heresies .
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