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, RICP®
As Director of Investment Operations & Retirement Income, Walt develops comprehensive personalized financial plans tailored to meet each clients needs.
Walt works with clients on:
- Running the PX plan
- Handling all investments from trades to explaining our concepts
- Joint work on all of retirement clients, both of us on the call. This is true team selling
- Handling all service requests on both risk and investments
- Underwrites for risk products
- Technology expert
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.