Leah truly enjoys interacting with people and helping them with their daily financial needs as well as their long-term goals. She holds the Accredited Wealth Management Advisor™ professional designation, is the industry benchmark for wealth management credentials recognized by top financial firms and what we believe is one of the most well-respected designations for providing financial advice to high-net-worth clients. Leah is also a Certified Financial Planner® professional.
Working together with Alan, she helps clients visualize what retirement can look like by using sophisticated Goal Planning & Monitoring software that demonstrates the likelihood of various investment outcomes.
Leah manages the majority of the administrative matters, including client communications and business transactions that clients or Alan request. She is usually the first contact for client calls and emails, and promptly responds to any questions or needs.
Before joining Alan in 2016, Leah was an executive assistant at Retirement Advisors, Inc. in Naperville, Illinois. She earned a bachelor’s degree from Northern Illinois University. Originally from Naperville, Leah lives in Aurora, Illinois.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.