A Message From Leo
Does your job title truly reflect what you do? In my case, I see myself as both a teacher and a coach.
As a teacher, I help you understand the pros and cons of various financial decisions. As a coach, I help guide you to ignore the noise and focus on making informed choices.
Growing up in a family of teachers, I developed a love for teaching. My parents taught high school music, and my wife is a first-grade teacher. My teaching happens face-to-face with clients rather than in a classroom.
From my coaches, I learned discipline, dedication, and the importance of following your passion. Over time, I discovered my passion is helping people make the most of their money.
Money isn’t just about numbers; it’s about how you use it to live your life.
Family is my top priority. Taking care of my wife and daughters, and building relationships with clients, brings me joy. For me, life is all about these relationships.
Time is one of our most precious resources. Let's make it count!
