Staff
My team and I are committed to providing an exceptional experience to all of our clients. If you need to schedule an appointment or request any other service, please let us know. We are here to help and will respond promptly.
Walter R Leja
As Director of Investment Operations & Retirement Income, Walt develops comprehensive personalized financial plans tailored to meet each clients needs.
Walt has been working with Laurie since 2000 and has over 20 years of experience. They are a unique wife & husband team that combine their strengths and insights to make sure clients are on track to reach their goals. They work collaboratively to review investments & develop creative ways to maximize cash flow to and through retirement.
Walt is an avid golfer, runner and raquetball player. He also enjoys spending quality time with his family & friends.