As a Certified Financial Planner™ professional, Leanne’s in-depth knowledge of trust and estate planning, tax strategies, and long-term goal planning sets her apart from her peers. She is the team liaison that specifically coordinates with clients’ professional teams to pursue cohesive strategies to serve clients’ multidisciplinary financial goals.

Her experience of 20 years in financial services and education have equipped Leanne with many of her other intra-team roles. By creating detailed asset allocation strategies, modeling personal finances and building long-term strategies, she collaborates with the team and clients to reach their unique and personal pathways. With integrity and reliability, she works to help them preserve wealth and build legacies with prudent estate planning and tax efficient strategies to transfer wealth.

Leanne was drawn to the finance sector for her love of numbers and an interest, even at a young age, for saving her allowance. Early jobs attracted her to finance and economics as a career. She earned her Bachelor of Science in finance and economics from the Lerner College of Business & Economics at the University of Delaware.

She began her career in financial services in 2001 as an intern with Scottrade. She later worked for J.P. Morgan, Bernstein Wealth Management, and the Doug Simon team of Alex. Brown before Alex. Brown was acquired by Raymond James in 2016.

Leanne is a board member of the Philadelphia Estate Planning Council and a co-chair of its Women’s Professional Network Committee. Outside of work she enjoys outdoor activities including running, hiking and skiing. She is also learning to play golf.

Leanne was born and raised in Delaware, but has been a Pennsylvania resident for 17 years. She currently resides in the Philadelphia suburbs with her husband, Corey, and they have two children: Madeleine and Aleksander.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.