Leo has been serving his clients as their Financial Planner since 2002. For each of his clients, Leo strives to help create financial stability and to achieve their financial goals and independence. This is accomplished by taking the time to look at your unique life and financial picture. Then to regularly work with you to make adjustments along the journey when necessary.
He holds his Series 7, 24, and 63 licenses in conjunction with his Life, Accident, and Health Insurance Licenses. Leo is also a local college graduate, having earned his BS in Business Administration from Xavier University in 1990.
In his personal life, Leo is a devoted husband to his wife Faith. A loving father to his three children. A proud grandfather to his _ grandchildren. When he is not in the office, Leo can usually be found in the great outdoors. Whether it’s cultivating his garden or fishing with his grandson, he definitely has a deep love and passion for nature.