We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
The Leugers Tierney Group of Raymond James consists of Dan Leugers, Kevin Tierney, Brian Cassin, Jenny Everman and Tiffany Bordwine. Combined they represent over 100 years of experience in the financial services industry, providing wealth management, preservation and growth through the deliberate attentive system of asset allocation. Dan Leugers and Jenny Everman began their partnership in 1986 at Kidder Peabody and were later joined by Kevin Tierney in 1999 at PaineWebber which would become UBS Financial Services. They joined Morgan Keegan, now Raymond James in 2006. Tiffany Bordwine joined the group in 2015. Brian Cassin joined in 2019.
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.
