Our Wonderful People

Seasoned Professionals | WE LOVE WHAT WE DO

Get to know who you will be working with. We each have areas of knowledge and expertise to elevate and contribute to your total experience. Investment advisory services are offered through Lara May Advisors, a division of XML Financial Group. Broker-dealer services and insurance are offered through Lara, May & Associates, LLC, Member FINRA/SIPC.

NEED A SPEAKER? You may have seen an LMA Representative speaking on a topic of their expertise. If you are an organization in need of a speaker to provide educational based presentations on a variety of topics please contact us.

Listed in alphabetical order.
Sharon L. Abbey
Wealth Advisor
Jaime Brown
Client Service Associate
Sasha Chelekhov, CFP®
Wealth Advisor
Steven F. Collins
Wealth Advisor
Curtis J. Congdon,
CRPC®, CFP®
President
Paul W. Corley
Wealth Advisor
Marie Gaetjens
Client Service Associate
Theresa L. Kosma
Client Service Associate
E. Ronald Lara, CFP®
Senior Wealth Advisor
Richard M. Leed Jr, CPA, CGMA
Chief Financial Officer
Beth J. Levine
Senior Wealth Advisor
Claire Lolich
Client Service Associate
David B. Margulies
Senior Wealth Advisor
Jack R. May, CFP®
Senior Wealth Advisor
Nicole Minns
Client Service Associate
Michelle R. Mitchell
Director of Client Services
Lauren O’Brien, CFP®, CPA
Senior Wealth Advisor
Jennifer L. Szaro, CRCP®
Chief Compliance Officer
Robert S. Walterman
Wealth Advisor

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