Leading Edge Advisors

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.



Advisors

Advisor photo for William Burmeier

William Burmeier

CFP®, APMA

Financial Advisor

Visit William Burmeier's website
Advisor photo for Brady Hollingsworth

Brady Hollingsworth

MBA

Financial Advisor

Visit Brady Hollingsworth's website
Advisor photo for David Medick

David Medick

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Medick's website


Team

Joy Brown

Joy Brown

Paraplanner

Qualifications

  • I hold Series 7, Series 63, Texas Insurance and Variable Annuities licenses.
  • BBA Finance - Baylor University, 1991.
  • I have worked with the company since 1991 and have been a part of Todd's team since 1993.

Roles & Responsibilities

  • I can help with general investment questions, scheduling or other questions.
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Maureen Shearon

Maureen Shearon

Client Service Coordinator

Qualifications

  • I have been a part of Todd's team since 2007.

Roles & Responsibilities

  • I can help with scheduling or with questions regarding your upcoming meeting.
  • I can also help if you have questions regarding an upcoming event we are hosting.
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Hannah Scoggins

Hannah Scoggins

Financial Planning Specialist

Roles & Responsibilities

  • I can assist with scheduling, Ameriprise technology platforms, and questions regarding our firm.
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