The Team

Leyden and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Joel Leyden

Joel Leyden

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

Bachelors, University of Iowa, 1994
CA Insurance #0K72573

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Candice Sachtjen

Candice Sachtjen

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

BS, Economics - South Dakota State University, 2000

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Karen Kay Authier

Karen Kay Authier

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, Mathematics, South Dakota State University

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Talia R Benson

Talia R Benson

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

BS, Business Administration - University of Nebraksa at Lincoln, 2006

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Rick Dockter

Rick Dockter

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing

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Nick Leyden

Nick Leyden

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

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Our Staff

Val J Sherman

Office Manager

Stephany R Shaheen

Financial Planning Assistant

Renae J Wolf

Financial Planning Assistant