Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Todd H. Leo & Associates
Team photo for Todd H. Leo & Associates

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Our advisors

Advisor photo for Todd H. Leo

Todd H. Leo

CFP®, ChFC®, CASL®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Todd H. Leo Visit Todd H. Leo's website
Advisor photo for Chris Moore

Chris Moore

CRPC, APMA®, CMFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Moore Visit Chris Moore's website


Our team

Shannon Smith

Shannon Smith

Paraplanner,

Operations Manager
Kate Gemma

Kate Gemma

Client Service Coordinator,

Marketing Specialist