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Gary M
ChFC®, Series 65
Leander, TX
May Tree Financial Planning LLC
Gary May is the principal advisor at May Tree Financial Planning LLC in Leander, TX, holding the ChFC® designation and Series 65 license with nine years of industry experience. He has managed May Tree Financial Planning since 2017 and also participates in the management of Nora's Book Niche LLC, a non-financial business he has been involved with since 2018. Prior to these roles, he worked at Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC serves individual and select institutional clients, providing investment management alongside financial planning services. The firm focuses on client-specific investment policies, primarily utilizing passive portfolios composed of index mutual funds and ETFs, supplemented by fundamental, technical, and charting analysis.
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