Not only am I a Fiduciary, Independent Financial Advisor, but I am also a proud Western MI University graduate (go Broncos!) where I received my bachelor’s degree in Personal Financial Planning. I’m all about educating my clients, giving them top-notch communication, and of course, celebrating with them as they achieve their goals.

We will walk through my developed financial planning process that allows you to design the life you want to live. Through discovery, we will gain clarity, comfort, and confidence.

If you haven’t checked out our “Fiduciary Oath” page yet (hint, hint, it’s at the top of your screen), I’ll fill you in: we have no affiliations with any brokerage firms, sell no products, and accept no commissions.

Our company stands on two principles: providing low-oriented fees to our clients and ALWAYS putting our client’s best interest first. Can you say win-win? I value relationships built on stewardship - I will never treat you like a transaction. My promise to you always.

Ready to learn more? Let’s dive in.

I am so glad you are here!

M Y S P E C I A L I Z A T I O N S

I advise women entrepreneurs through and after the life of their thriving business. Whether that is helping them develop a financial plan, providing them options to save for retirement, financial life management, I can help.

Building a marriage built on a strong foundation is important to me. I have the privilege to work alongside newlyweds starting their journey together. Mathew 19:6 says it best, “No longer two but one”. Finances play a big role in setting up your marriage for success.

I work with families who have special needs children. Growing up with a sister who has Down Syndrome, I understand the great concern that comes along with financially providing. What happens when parents are no longer around to provide? Planning now will lift the ease and shift the focus to enjoying life with your child.

M Y S E R V I C E G U I D E

L E T ‘ S C H A T

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A N E W L Y W E D P R I M E R

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Are you engaged or newlywed and want to start your marriage off on a firm foundation?

Do you want to be on the same page about money as your significant other but don’t know where to start?

Then Leanne’s educational online course, Building Financial Intimacy, is your solution.

This 100% online, self-paced course will give you and your significant other the resources and education you need to start your financial journey in unison.

G E T T O K N O W M E

Some of my most favorite things in the world are being a mama to my two babies, Lane & Audra, and being a best friend to my husband, Austin. (And a dog mom to Skye - because fur babies).

I’m a sucker for live music, could listen to Chris Stapleton all day long, will never turn down a glass of merlot, and can’t get enough of Lake MI.

I can guarantee that would be the best day of my life if I could enjoy all of those things at the same time. I think I’m onto something…

I can’t wait to meet you!