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
Certified Financial Planner, CFP©
David Hankin
Certified Financial Planner, CFP©
Brendan Davis
Financial Advisor
Mary Robrecht
Office Manager
Jack George
Associate Financial Planning Consultant
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.
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.
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.