Leah is a licensed member of our Client Relations Team and a Certified Financial Planner (CFP®), bringing nearly ten years of experience in the financial services industry. As a member of the Client Relations Team, Leah sets up new client accounts, handles service requests, and ensures a high level of client satisfaction through effective communication and support.
Leah was born and raised in Montana and fell in love with Arizona after competing at the Scottsdale Arabian Horse Show. During the 2008 financial crisis, when many competitors in the horse showing industry were forced to step away, her family was able to continue thanks to thoughtful financial planning—an experience that inspired her career in financial services. In addition to riding and showing Arabian horses, she enjoys camping, hiking, and spending time with her dog, Toby.
Education & Certifications
Montana State University, B.S. Business, Concentration in Finance
Montana State University, M.S. Health and Human Development, Concentration in Family Financial Planning
Certified Financial Planner™ (CFP®)
Licenses
Life, Health, & Disability
Series 7, 63, & 65