Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Ricardo A Leonardo Jr
CFP®, CLU®, ChFC®
Financial Advisor
I am dedicated to helping families in our community make the right decisions to build generational wealth. I work with multicultural families to build confidence and optimism around their finances. We focus on making financial planning a collaborative process with clients, in understanding their wishes we are able to build a customized plan tailored for each client's financial success.
Tim Sams
CLTC®
Financial Advisor
The mission of Tim's team is to understand client goals and build a road map to help them achieve financial independence while being as tax efficient as possible.