Leah was born and raised in northeastern Ohio and earned her bachelor’s of business administration from Kent State University. She relocated to Texas in 2015 after accepting a position on the participant services team at Charles Schwab. She brings over 10 years of experience in the financial industry and has built a career using a client focused strategy to assist investors in making financial decisions as well as planning their financial futures. Previous experience includes retirement planning, estate planning, risk management, customer relations and venture capital investing. Leah believes in placing the client’s goals above all else to prepare financial plans tailored to each client’s unique agenda.
Outside of work, Leah enjoys spending time with her husband John, daughter Julia, and two dogs Arlo and Echo. On the weekends you can find her hosting pool parties, game nights, movie nights, or meeting a friend for an iced latte.
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