CFP®, MA, LPC
Leah has served in the financial industry since 2010 through investment research, wealth management, tax preparation, and tax planning. She graduated Summa Cum Laude with a B.S. in Business Administration from DePaul University and graduated, with distinction, with an M.A. in Clinical Mental Health Counseling from Xavier University. Leah is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds the Series 7 and 63 securities registrations with LPL Financial, holds life and health insurance licenses, and is a Registered Sales Assistant of LPL Financial. She is also a member of the Financial Planning Association.
Leah has a passion for problem-solving and education. Clients will value Leah’s personable, empathetic, and thoughtful approach. Leah consciously acknowledges clients' abilities to attain wealth, maintain health, win honors, earn bonuses, reach goals, and gain power. In order to provide the most holistic guidance possible as a financial advisor, Leah obtained a Masters Degree in Clinical Mental Health Counseling. In the evenings and weekends, Leah practices as a clinical mental health therapist with Naya Clinics in Cincinnati. Her focus greatly revolves around counseling couples toward healthier, happier partnerships as well as career, succession planning, and organizational counseling.
Leah lives in Montgomery, Ohio with her soulmate and husband, RJ, and shih-tzu, Ozzy. Leah loves to stay active by hiking, lifting weights, and long-distance running. When not working, Leah enjoys participating in anything that involves a competition. She also plays classical piano and has a background in performance. RJ and Leah own and operate The Next Adventurous Child, LLC, a company that builds natural playgrounds for municipalities, parks, and schools.