Leon combines military discipline with academic expertise to help successful families secure their financial future. As a veteran and former finance professor, he brings a unique strategic approach to wealth management.
His Focus: Transforming complex financial concepts into clear, actionable strategies that align your assets with your retirement goals.
His Experience:
Military background in financial management and benefits oversight
College professor who taught finance and portfolio management to thousands
Specialist in tax-efficient wealth distribution and legacy planning
His Approach: Leon helps affluent clients transition from building wealth to smart wealth distribution—maximizing retirement income while preserving assets for future generations.
His Promise: Clear communication, personalized strategies, and a proven roadmap to financial confidence and lasting security.
