Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heather C Leach Visit Heather C Leach's website

Victoria M Best

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Victoria M Best Visit Victoria M Best's website


Our team

Charmaine Porter

Charmaine Porter

Executive Assistant

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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Taylor Bohot

Taylor Bohot

Financial Planning Specialist

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
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Lori Yu

Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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Sunny Song

Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
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John Gross

John Gross

Paraplanner

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Megan Dye

Megan Dye

Paraplanner

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Gavin Ahlers

Paraplanner

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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