About Leigh

With over 23 years of experience in the financial services industry, I enjoy providing seasoned guidance and a depth of insight for my clients.

Using my extensive background, I help individuals and families with comprehensive financial strategies and investment management. I am dedicated to designing tailored strategies that map a clear path toward clients’ goals and their lifelong dreams.

Our branch office administrator, Karen, supports our mission of helping our clients achieve their dreams. She has been with the firm for six years and is a University of Washington graduate.

I earned my bachelor’s degree in business administration from West Virginia University. In addition, I attained my CFP® professional designation in 2008 after fulfilling extensive education requirements, passing the rigorous standardized national examination process, demonstrating work experience and completing the ethical requirements.

I am a recent transplant from Florida and along with my family, I am enjoying all the beauty the Pacific Northwest has to offer as an avid mountain biker and hiker.