Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Awards & recognition

  • Terry Leiendecker, Ameriprise Circle of Success Diamond Ring, 2022
  • Lisa K Mulcare, Forbes Best-in-State Wealth Advisors, 2023
  • Lisa K Mulcare, Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Lisa K Mulcare, Ameriprise Circle of Success, 2003, 2005-2007, 2009, 2012-2023
  • Lisa K Mulcare, Five Star Wealth Manager, 2012-2019, 2023-2024
  • Trevor VanHeel, Five Star Wealth Manager, 2024
  • Terry Leiendecker, Five Star Wealth Manager, , 2021-2024

Community participation

Every year Earned Wealth Advisors volunteers at Feed My Starving Children, to help end world hunger. In 2023, we helped pack 180 boxes, 38,880 meals and fed 106 children for an entire year, in just 2 hours of volunteer service. In 2023. we also hosted a Food Drive and a Toy Drive at the end of the year. We love giving back to our community, and in 2024 we plan to continue these traditions.

Honored to be recognized in Forbes

All of us at Earned Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.