Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heather C Leach Visit Heather C Leach's website
Advisor photo for Victoria M Best

Victoria M Best

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Victoria M Best Visit Victoria M Best's website


Our team

Charmaine Porter

Charmaine Porter

Executive Assistant

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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Taylor Bohot

Financial Planning Specialist

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
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Katie Leszczynski

Paraplanner

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
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John Gross

Paraplanner

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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