Broker Check

Meet The Team

Meet The Financial Team That Listens

At GLH&C Financial Services, we believe that great financial planning starts with understanding. Our team takes the time to truly listen to your goals, dreams, and concerns. With decades of experience, we work collaboratively to create personalized strategies that align with your values and long-term objectives. From retirement planning to legacy building, we’re here to guide you every step of the way with tailored advice and unwavering support. Get to know the dedicated professionals who will be with you today and for years to come.

Sita R. Lalchandani

Sita R. Lalchandani

Certified Financial Planner, CFP©

David Hankin

David Hankin

Certified Financial Planner, CFP©

Brendan Davis

Brendan Davis

Financial Advisor

Mary Robrecht

Mary Robrecht

Office Manager

Jack George

Jack George

Associate Financial Planning Consultant

Travis Greene

Travis Greene

Financial Advisor

Who We Work With

We proudly serve individuals, families, and business owners who value trust, clarity, and long-term partnership in their financial lives.


SEE WHO WE HELP

See Who We Help

Our Approach

Our planning process is deeply personal, rooted in real relationships, and focused on helping clients align their financial lives with what matters most.


DISCOVER HOW WE WORK

Discover How We Work

Contact Us

Whether you’re just getting started or looking for a second opinion, we’re here to listen, understand, and help guide your next step.


GET IN TOUCH

Get In Touch