Associate

I graduated from Western Michigan University with a bachelor’s degree in Personal Financial Planning in 2019. Educating others and helping them achieve their goals is where my passion lies. I am a firm believer in time; start to plan yesterday! Crossing the finish line of your dreams is often a marathon - not a sprint.

During my time at Western Michigan University, I had the honor of being the student speaker at WMU's Sanford Center for Financial Planning ribbon cutting ceremony. Here I emphasized to faculty and financial advisors within the community the importance of personal finance. I finished my college education earning a Magna Cum Laude GPA.

I strive to walk with clients through the process of life, answering any questions along the way. Being a post college graduate myself, I understand the fear many face regarding the unknown of the "what's next?". Getting out of debt, knowing when to buy life insurance, saving for a house, planning for children's education, the basics of budgeting, and more are intimidating for many young adults. I am devoted to helping clients accomplish their goals - no matter the size or what season of life you are experiencing.   

The five fiduciary principles I oath to follow are as follows:

1. I will always put your best interests first

2. I will act with the skill, care, diligence, and good judgement of a professional

3. I will not mislead you and provide full disclosure of important facts

4. I will avoid conflicts of interest

5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts

During my free time, I spend my time with my wonderful husband, Austin. The two of us enjoy camping, biking, time at the beach, and playing any type of sport. If not doing one of these four things, I am more than likely at the barn, riding horses.

I cannot wait to connect with you and help you achieve YOUR goals. Follow me on all the big socials: Instagram, Facebook, and LinkedIn. I look forward to meeting you! 

-Leanne 




Leanne has written or contributed to: