Leah joined Alan Lazzara and Raymond James in 2016, bringing a strong foundation in comprehensive financial planning and a deep commitment to helping clients make confident, informed decisions. As a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®, she applies a high standard of technical knowledge and ethical responsibility to every relationship she serves.
Leah often expresses how she has accumulated a wealth of knowledge about investing through a decade-long apprenticeship that evolved into a close partnership with Alan A. Lazzara, CFA®. Alan joined Raymond James in 2016 after nearly three decades at William Blair (named Principal in 1994) and brings 40+ years of industry experience. Working alongside an advisor known for constructing portfolios of individual stocks and bonds—and for a direct, disciplined approach—Leah has honed rigorous client focused management habits, hands‑on security selection, monitoring, and risk‑aware portfolio construction.
With more than a decade of experience advising high‑net‑worth families, Leah builds and manages integrated strategies across investment management, retirement planning, and tax‑efficient wealth transfer. Her guidance reflects disciplined analysis, a long‑term mindset, and a clear understanding of the complex decisions higher‑net‑worth clients face.
A central part of Leah’s work is the research and diligence she devotes to designing diversified stock and bond models, supported by the robust resources of Raymond James. Her investment approach emphasizes thoughtful asset allocation, risk‑aware portfolio construction, and a steady, long‑term philosophy—presented in a way that remains simple, transparent, and easy for clients to follow.
Leah is dedicated to bringing clarity and structure to each client’s financial picture. She builds customized financial plans that evolve as needs change and uses these plans as the foundation for ongoing investment and planning decisions. Through meticulous analysis and collaborative discussions, she helps clients balance near‑term priorities with long‑range goals, ensuring their strategies remain aligned with what matters most to them.
Equally important to Leah is the relationship side of her work. She values the trust clients place in her and approaches each engagement with openness, care, and a genuine desire to understand their aspirations, concerns, and family dynamics. Clients appreciate her proactive communication style and the steady support she provides throughout every stage of their financial journey.
Outside the office, Leah and her husband, Eric, live in Bartlett, Illinois. They enjoy gardening, cooking, weekend hiking trips, and hosting friends—interests that keep them grounded and connected to the people and experiences they love.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.