S P E A K I N G P R O F E S S I O N A L ,
Educational workshops, conference presenter, finance events, lunch and learn expert - you name it, Leanne can do it.
Leanne will take any chance she can get to combine her passion for finance and passion for educating into one.
L E T ‘ S C H A T
T E S T I M O N I A L S
“Leanne educates with a simplicity that is SO needed for such a complicated topic! She spoke at our local Women Business Owners meetup and shared with us about the importance of investing, our unique options to invest in, and answered all our questions about how to get started. She made the process very straightforward. I have never once understood financial investments and retirement options until I heard her speak. She was able to customize the information to be relevant to our group and provided so much value and education!”
“Leanne was so wonderful to work with as a speaker for an event we held with donors to our organization. She is professional and friendly, making the planning process for our event super easy and fun. Our group was not super familiar with financial planning and the overview Leanne provided was very accessible and she left plenty of time for questions along the way. I would highly recommend bringing Leanne in, especially if your group is new to financial planning and wants a strong foundation upon which to build!”
“Leanne has contributed to several First Time Home Buyer Events where we talk to groups of people about the home buying process. She is excellent at adapting to the audience and making sure her content is valuable for the guests! Leanne also tries to connect to and relate with those looking to learn and better understand any topic she is speaking on. Working as a team is something she is great at, but she also is confident and capable when she has the stage to herself! ”
L E T ‘ S G E T S O C I A L
The five fiduciary principles I oath to follow are as follows:
1. I will always put your best interests first
2. I will act with the skill, care, diligence, and good judgement of a professional
3. I will not mislead you and provide full disclosure of important facts
4. I will avoid conflicts of interest
5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts
