Meet your instructors:

Our names are Allison McCarty and Perry Lazerus. We have been helping individuals pursue their financial goals through comprehensive, fee-based financial planning for over a decade. While we have clients across all stages of life, we particularly enjoy helping pre-retirees plan for a successful retirement by helping maximize social security, generating income streams from savings, and protecting their assets through insurance and legacy planning.  

Through retirement classes, we provide financial education to help you better understand the markets and investing, give you the tools to analyze your own financial position, and learn the strategies available to improve your overall financial security.  We can’t wait to meet you in one of our upcoming classes!

Both of us have lived in Montgomery County our entire lives, and now we raise our respective families here too.  Allison is the mother of three girls, and wife of an MCPS teacher. After reading the book “Smart Women Finish Rich” at age 18, she embarked on the path to become a financial advisor.  Perry and his wife are the proud parents to a son, and have another baby on the way!  While Perry originally thought he’d become a middle school math teacher, he’s found financial advising allows him to provide education and employ his love for math – albeit working with adults vs. adolescents! We both love our job and enjoy getting to know our clients and helping them feel secure in their futures.