Wealth planning to help you succeed financially

With nearly 100 combined years of experience, our multi-generational team of financial professionals understands what it takes to manage wealth effectively. We have built long-lasting relationships with clients through strong bonds of community and friendship and create plans to help them achieve their vision for the future.

We place significant importance on our responsibility to act in our clients’ best interests as we guide successful individuals, business owners and multi-generational families through investment, tax, retirement, trust, insurance, estate, charitable and beneficiary planning.

Meet The Team

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Comprehensive Wealth Planning

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Divorcing Clients

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Personalized Client Service Approach

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We believe our clients deserve financial professionals who share their vision, earn their trust and work diligently to uncover wealth management strategies designed to address their unique needs.

Credentials


Working with a Chartered Financial Analyst (CFA®)

Leon has earned his Chartered Financial Analyst Certification. The CFA is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. As a CFA charter holder, Leon has a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills. Bound by a strict code of ethics and a fiduciary standard of care, he always places your interests first.

CERTIFIED FINANCIAL PLANNERTM Certification (CFP®)

Beth and Daniel have earned their CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn the CFP® professional certification, they completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® professional certification Board's Code of Ethics and Professional Responsibility.

Certified Divorce Financial Analyst (CDFA®)

Beth is a Certified Divorce Financial Analyst (CDFA®). She provides financial guidance to individuals facing divorce, as well as their attorney, through all stages of the divorce process. In addition to her strong investment planning background and CDFA® designation, she has completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.



The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.