In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. With more than 30 years of experience in helping investors, Michael Leonard has keen insight into building effective professional relationships. He understands each client’s need for investment advice and the corresponding level of service.

Michael began his brokerage career in 1983 when he joined and trained with Merrill Lynch. Prior to joining Merrill he gained valuable experience working for Key Bank (formerly Society Bank) and then opening and managing the Johnstown Branch of what is now the Heartland Bank.

Michael moved to Smith Barney (formerly Shearson Lehman Brothers) in 1985; he met and teamed up with Senior Financial Advisor, Rod Friedman at the firm two years later, and the rest, as they say, is history. The two Financial Advisors have worked together since that time and may very well have the longest lasting partnership within the Columbus brokerage community. They developed a practice, philosophy and mission to which they remain committed: Always put the client’s needs first.

In 1999, Michael and Rod moved their financial practice to Paine Webber (now UBS Financial Services). In March of 2007, Michael and Rod formed FPL Financial Strategies, LLC. The independent business model is the culmination of their dream to open their own financial advisory practice. The team specializes in working with individuals, executives, and small business owners to help preserve and build wealth, as well as save for retirement.

Michael obtained his Bachelors of Science degree at Mount Union College (now University of Mount Union). A member of the ATO Fraternity, Michael also played quarterback in Mount Union’s football program. In the years since college Michael has coached both Little League Football and Baseball. Currently, Michael is active in raising money to fight cancer through Pelotonia, a cycling event, in which he has ridden up to 180 miles each summer for team COPC in support of the James Cancer Center. Michael is a member of the Aladdin Shrine, Scottish Rite Masonry, as well as the Blue Lodge.

In August of 2018 Michael and his wife Sheree moved to Canton, Georgia to be closer to their growing family.  Michael opened FPL’s first branch office in the hometown of legendary golfer, Bobby Jones.  When not at the office Michael enjoys an occasional round of golf, and studying family genealogy. His favorite pastime however is traveling and spending time with his wife Sheree. They have been blessed with two children, Ashley and Austin, a son in law, Mike, and  three beautiful grandsons, Will, Benji, and Leo.

 

 

 

 

Robert Kauffman has more than 17 years of experience as a Financial Advisor. His career as a Financial Advisor was preceded by a 25 year career in Information Technology, starting as intern with the Department of Defense Systems Automation Center and ending as Director of Computer Operations with Limited Brands and then Cambridge Integrated Services. In 2003 Bob became a Financial Advisor with Morgan Stanley, where he remained until he decided to join forces with FPL Financial Strategies in November, 2010.

Bob holds the Chartered Mutual Fund Counselor ^SM (CMFC®) and the Accredited Domestic Partnership Advisor (ADPA®) designations from the College of Financial Planning. He earned his Bachelor of Arts with a concentration in Sociology and Economics from Holy Family University.

Bob is currently learning the intricacies of the game of golf, and is anxious to lower his handicap. Bob also has a keen interest in traveling. He and his wife Sally enjoy seeing the world together, and have especially fond memories of their trips to Europe. Bob also enjoys the arts, particularly classic movies and live theater. One of Bob’s other passions is observing (not participating in) most sports.

Bob resides in New Albany with his wife Sally.

Kurt Fulmer prepared for his career in Financial Services as he attended The Ohio State University and received his degree in Personal Finance in the spring of 1996. After previous careers in Real Estate, as a Loan officer and as a New Home consultant, it was time for Kurt to meet his calling in the Financial Service Industry. He became a Financial Advisor in May of 2009.

Never shying away from a challenge Kurt started his career as a Financial Advisor during one of the most challenging recessions in US history. Knowing that families and business owners needed his guidance now more than ever fueled his desire and passion for helping people. For the last ten years Kurt has continued to use his relationship skills and financial background to partner with families and small business owners here in Columbus and across the US. Together, they formulate financial strategies that provide the needed direction for their long term financial goals.

Kurt holds a Series 7 (FINRA General Securities Registration), Series 66 (Uniform State Law Exam), Series 9 (General Securities Sales Supervisor of Options), and a Series 24 (General Securities Principal). Kurt is currently licensed for Life Insurance and Annuity work in multiple states which allows him to help serve his clients complete financial picture. Kurt has built his career on knowledge, integrity, and the compassion needed to help people solve their most pressing financial questions. Ultimately he would like to see every one of his clients retire the way they would like to and not how they might have to.

When not in the office, Kurt enjoys the company of his wife of 20+ years, Deb, and his two girls Hannah and Chloe. He always enjoys the opportunity to get out and play a round of golf and on most Saturdays, in the fall, you can find him keeping an eye on his beloved Buckeyes. Kurt takes great pride in watching his girls grow into the young women they have become and celebrating in all their successes as students and athletes. He is an active Mason, a  member of the Scottish Rite Masons, and participates in several annual charitable events.

He truly believes it is the client that matters most and he can only be successful if his clients are successful.

Dave Morosky joined the FPL Financial team in January of 2018. With more than 30 years of experience as a Financial Advisor, he has a unique knowledge of wealth management. With a career that began at MER in 1981, Dave then moved into Corporate Finance at Drexel Burnham. He then acted as branch manager at Paine Webber, where he increased production by 500%. Before joining us at FPL, Dave worked as a branch manager at Merrill Lynch – it’s safe to say that Dave has a true love of the industry.

Born and raised in Erie, Pennsylvania, Dave went on to attend Gannon University and majored in Finance and History, followed by enrolling in the MBA Program at Loyola in Chicago. While in college, he was captain of the baseball team, and still holds various school records. This ignited a life-long passion for the game, and he is currently an instructor and coach for Bo Jackson’s elite U-16 baseball team.

When he isn’t coaching or playing baseball, you can find Dave in Gahanna, relaxing at home with his wife and high school sweetheart, Debbie, or spending time with his three sons. He also enjoys collecting, restoring, and building fly fishing equipment, and is an active member of his congregation at The Church of the Resurrection.

Janeene joined FPL Financial Strategies in November 2014 as a Marketing and Client Relationship Manager. She is responsible for coordinating all communications to clients and prospects and does an outstanding job of maintaining an extensive contact management platform. She also provides technical support for our growing office as well as performing accounting, website maintenance, and our office management role as well.

Janeene’s skills and background in accounting and Information Technology make her a valuable addition to the FPL team. Before moving to Ohio, she had a long career with Chevron Corporation where she held various accounting and IT positions. Her expertise include such roles as project lead, meeting facilitator, team mentor and trainer. She was also responsible for project budgets and meeting deadlines. At the same time, she was a member of the IT security team and safety team.

Janeene was born and raised in Utah, but her work with Chevron also gave her the   opportunity to live in Wyoming and Texas. She recently moved to Ohio to be closer to her children and grandchildren  and they enjoy sharing many activities together. Janeene is fluent in Spanish and is a Certified Personal Trainer. She also enjoys traveling, attending concerts, reading, photography, playing the piano and mandolin. She also enjoys an occasional round of golf.