• Leif Mahler, CFP®, CPWA®, CEPA®

    Senior Vice President, Investments

As a financial advisor, Leif is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

Prior to entering the financial services industry, Leif worked in energy as a director of sales for DPL Energy and as a regional sales manager with MC Squared Energy Services. In these roles, he led sales teams focused on helping customers – ranging from residential homeowners to large commercial energy users – manage their energy consumption and costs. He also worked as a trading assistant for Wolverine Trading. Now a financial advisor with Raymond James and, prior to that, Wells Fargo Advisors, Leif strives to help each one of his clients plan for a financial future in a way that best meets his or her goals.

Before beginning his career, Leif graduated from the University of Michigan with a Bachelor of Arts in economics. While at Michigan, he was fortunate to serve as a two-time co-captain of the varsity baseball team and win three Big Ten championships.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.