Leah joined Sage Capital Wealth Management of Raymond James in 2022. Prior to joining our team, Leah worked in several administrative and customer service roles within the banking and medical industry. As a client service associate, Leah oversees the day-to-day operations of our client service model, working with our home office to ensure our clients’ financial goals are met efficiently. She assists our clients with their ongoing administrative and service-related needs, including the coordination of estate planning meetings with attorneys and tax planning meetings with accountants. Leah also works with our team to manage client events, the team’s calendar and the advisory team schedules and meetings.
Outside of work Leah spends her free time with friends and family. She also enjoys traveling with her husband and son.