Leah is a Certified Financial Planner™ and Certified Private Wealth Advisor™ and has been working in Finance for over 10 years, assisting corporations and individuals in achieving their financial goals. Leah holds a Bachelor’s Degree in Economics from the University of Michigan. She is Series 7, 66 and 24 securities licensed and possesses a Life, Accident and Health insurance license. Leah also holds a Certified Divorce Financial Analyst designation, with which she assists clients in pre- and post-divorce financial planning. Leah has taught courses on Financial Planning and has participated in industry panel discussions. She is the past chair and current member of Osaic’s Next Gen Council and the prior Board Chair of the Robert H. Jackson Center.
Leah and her spouse Jamie enjoy spending time traveling, exploring and playing with their two kids, baby Avery, toddler Julian “Jules” and Sheepadoodle, Jojo. In her spare time, Leah has been picking up tennis.