With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Todd H. Leo

CFP®, ChFC®, CASL®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Todd H. Leo Visit Todd H. Leo's website

Chris Moore

CRPC, APMA, CMFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Moore Visit Chris Moore's website


Our team

Shannon Smith

Shannon Smith

Paraplanner

Amanda Conley

Amanda Conley

Administrative Assistant

Kate Gemma

Kate Gemma

Administrative Assistant