Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Ralph Leopold

CFP®, CMFA®

Financial Advisor

Managing Director of Ralph Leopold & Associates
Learn more about Ralph Leopold Visit Ralph Leopold's website

Jeffrey Windes

APMA, AIF®

Financial Advisor

Learn more about Jeffrey Windes Visit Jeffrey Windes's website

Charles Thensted

MBA, JD, LLM

Financial Advisor

Insurance Specialist
Learn more about Charles Thensted Visit Charles Thensted's website