Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Todd H. Leo & Associates, Ameriprise Client Experience Award, 2024
  • Todd H. Leo, Ameriprise Ultimate Digital Excellence Award, 2023
  • Chris Moore, Five Star Wealth Manager, 2025

Community participation

Honored to receive recognition

All of us at Todd H. Leo & Associates are excited to announce that our colleague, Chris Moore, was named a 2025 Five Star Wealth Manager!

This recognition is a testament to the loyalty of our clients, the dedication of the Todd H. Leo & Associates team and the great experience we work so hard to provide for our clients every day.

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