Leonard is passionate about helping individuals, families, and business owners develop comprehensive financial strategies that are unique to their objectives, goals, and preferences.
He values genuine communication and meaningful long-term client relationships. His approach to wealth management is centered on providing clients an experience that builds trust, confidence, and a deeper level of knowledge as they approach retirement. He also believes in working closely with Attorneys and Accountants to ensure clients can achieve their ultimate financial goals.
Leonard graduated magna cum laude with a Bachelor of Science degree in Finance from Oakland University and holds the Accredited Asset Management Specialist™ designation from the College for Financial Planning®. He also holds his Series 7, Series 66, Variable Annuities, Life, and Accident and Health licenses. Prior to joining Raymond James, he financed residential real estate in Michigan as a licensed Mortgage Loan Originator. This is where he discovered his passion for helping others achieve their goals, while developing an intimate level of trust and communication along the way.
Leonard currently resides in Oakland County, MI and enjoys running, snowboarding, and attending concerts. If he is not in the office he loves spending time with his sisters, four nieces, and nephew.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.