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We want to help you become more financially savvy.

We believe people of all ages and financial ability should feel empowered to make smart decisions regarding their money. Whether you’re just starting out, balancing a career, managing a household or planning for retirement – we’re here to help.

With no account minimums and a team of experienced Financial Advisors, we will work with you to develop an action plan around your short- and long-term financial goals.

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Wealth Investment Advisor
Bill is a Chartered Financial Analyst® with more than 30 years of investment experience. At Jemma Financial, he works with individuals and their families to execute their wealth strategies and manage their investments. Prior to joining Jemma, Bill previously held executive positions in the Investment and Wealth Management areas of PNC Bank.


Vice President
Client Advisor
Katie joined Jemma Financial in 2018 and serves in a dual role as client advisor and operations manager. Katie has over 15 years of investment experience, most recently with PNC Wealth Management. At Jemma Financial, she works with individuals through every stage of their financial journey from wealth accumulation to wealth preservation.

Gay G. Wagner, AIF®, CTFA

Client Advisor
Gay joined Jemma Financial in 2021 and has over 20 years of investment advisory and retirement plan consulting experience. Previously, Gay was at Brown Advisory, Northeast Foods and Alex. Brown. At Jemma Financial, she helps small businesses design and manage their retirement plans. She also works with plan participants to help them better understand investment concepts.


Client Service Associate
Jack is a recent graduate of St. Mary’s College of Maryland with a major in Economics and a minor in Business Management. He was a member of the varsity lacrosse team and studied abroad in Australia. Jack works in account administration providing a stellar customer service experience to all visitors and clients.

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