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
View more
Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
View more
Taylor Bohot, CFP™

Taylor Bohot, CFP™

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Series 66 – Uniform Combined State Law Examination

  • Series 7 – General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
View more
Lori Yu

Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
View more
Sunny Song

Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
View more
John Gross, CFP™

John Gross, CFP™

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

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
View more
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
View more
Gavin Ahlers

Gavin Ahlers

Paraplanner

Qualifications

  • Series 63 - Uniform Securities Agent State Law Examination

  • Series 65 - Uniform Investment Advisor Law Examination

  • Series 7 - General Securities Representative

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
View more