Broker Check

Hollis Lamon Transitioning To Lamon & Wallace

After over 40 years of providing exceptional 401k services, I am excited to announce that Lamon & Stern is transitioning to Lamon & Wallace.  The good news is that I am not going away, but just slowing down as I transition into my own retirement.  Andy Wallace, CFP® has over 22 years of industry experience and we have known each other for over 15 years. 


After carefully considering many candidates, I handpicked Andy to be my successor in 2016.  Since then, Andy has been working alongside me to learn the high-quality service model that you expect to ensure this transition is seamless with no major changes or disruptions.  I am confident that Andy and his team will serve you with excellence as we continue to offer a world class 401k plan to your company.  Furthermore, I believe that the best days are ahead of us as Andy uses his expertise to guide you and your employees on their retirement journey.  

 

Clients can expect the same high-quality service from Hollis Lamon, now powered by the resources of Lamon & Wallace.

For any questions, please contact Andy Wallace at 770-299-3484 or clicking here.


With kindest personal regards, I am

Hollis Lamon