With three decades of experience working in the same branch, Leah is able to confidently coordinate the execution of planning recommendations and provide exemplary client service on demand. In every aspect of your client relationship, you will receive individualized knowledge-based assistance. In addition, as Operations Manager, she also leads our team with overseeing branch compliance.
Leah joined Chip’s office in 1992 after earning a Bachelor’s of Business Administration from Florida Atlantic University. While gaining hands on experience working in all capacities within the branch, Leah continued her education and credentials. She is an Accredited Asset Management Specialist and Financial Paraplanner Qualified Professional. In addition, she holds a Series 7, 24, & 66 as well as a Florida Life & Health and Variable Annuity license.
Leah is a native Floridian; married with two grown daughters.
