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Meet the professionals who can help you pursue your goals – We’re on Your Team!
Reach us by phone at (425)223-4520
You did it. You earned it. You’ve spent years, decades even, working hard, advancing in your career, and accumulating assets to achieve the dream life for yourself and those around you.
Now you’re nearing the end of your career and you’ve found that the next stage isn’t much simpler. Retirement is complicated. There are moving pieces that are challenging to coordinate.
How do you live the life you’ve earned with so much uncertainty about the next stage of life?
That’s why Leverage Planners was founded. We’re here to provide certainty so you can relax and enjoy the life that you have worked so hard to earn.
Our team is ready to help you regain certainty over your life and your retirement strategy. We work with one purpose – to help you protect, relax, and enjoy the life you have worked so hard to achieve. Let’s connect today and start the conversation.
PROTECT. RELAX. ENJOY.
David Donhoff has been helping people with their money for over 3 decades. He founded No Bull Financial, which evolved to become Leverage Planners Wealth Management, LLC, in 1997, (a Washington state registered investment advisory firm.) In 1996, as a professional portfolio trader, Dave ran Northwest Hedge Partners (a private portfolio partnership,) in Kirkland Washington.
David graduated from San Diego State University with a double major in business administration and psychology in 1987. David grew up as a Southern California athlete and surfer, and played center for the SDSU football team, and also tighthead prop the 1987 national collegiate champion SDSU rugby team.
In 1989, Anthony Robbins hired David to expand his seminar business nationwide, and through 1994, David traveled the U.S. and Canada teaching business and financial principles to corporate and private groups at great demand, finally adopting Kirkland, Washington, as his home for the past two decades. In 1996, David ran Northwest Hedge Partners as a private trading operation, and in 1997 launched No Bull Financial, LLC, as a general financial services company. David is proud to be a registered member of the National Ethics Association.
David and his wife, Joanne, are proud parents of two sons, Chenyang and Trinny. As an accountant, Joanne enjoys counting the beans while David helps his clients CULTIVATE, GROW and MAINTAIN their beans.
Veronica Gregory is an “East Coast girl enjoying a West Coast world.” She grew up on Long Island, New York, then moved to Virginia for college. While there, she met her best friend, who eventually became her husband and convinced her to stay after graduation.
In addition to an undergraduate degree in business, Veronica also received an MBA from Florida Institute of Technology in management with a finance minor. She is well-versed in the investment world, with over 10 years of industry experience.
Veronica’s industry savvy started with her days working in the training department at American Funds, where she handled account processing and shareholder services. Following that, she became a licensed financial advisor with Edward Jones Investments. As the business processing specialist, and now Chief Operations Officer at Leverage Planners, Veronica prides herself in facilitating excellent communication and paying attention to even the tiniest details for our clients and the team. She is passionate about what she does and knows that proper planning can make a significant difference for individuals and future generations.
When she’s not working, Veronica makes time to exercise, experiment with healthy cooking recipes and travel with her husband and two teenage sons.
Sean Bolen joined the Leverage Planners Wealth Management team in 2020. As a service advisor, he enjoys creating comprehensive retirement plans and helping clients navigate life’s day-to-day challenges. He is passionate about helping clients have confidence in retirement and frequently speaks on financial topics for younger demographics.
Sean is a graduate of Cal Poly in finance and holds an MBA from Marylhurst University. He is currently working on completing his CERTIFIED FINANCIAL PROFESSIONAL™ designation.
Sean is married to his lovely wife, Emily, and they have two young children. Away from the office, Sean enjoys golfing, doing triathlons, hiking with his Vizsla and spending time with family and friends.
Molly Apparis joined the Leverage Planners team in 2022, as the Director of First Impressions. Molly is passionate about people, and loves finding innovative ways to entertain and engage. With the firm belief that every person is important and deserves to feel special, Molly’s goal is to make sure all your needs are met and to help in any way possible. Molly is known to be outgoing, organized, and creative.
Away from the office, Molly is finishing a double degree in Molecular Biology and Psychology from East Carolina University. She loves traveling, attending concerts, and volunteering in her community.
Abelardo Rodriguez also known as Abe, joined the Leverage Planners Wealth Management team in 2021, as a support specialist. Using his strong organizational and expert computer skills, Abe has taken the helm in the digital marketing media for the LP team. Abe has gained a reputation for bringing fresh ideas and extreme confidence while supporting the Leverage Planners Team success. Abe’s experience in management and business administration makes him an integral part of the team, and governs how he effectively cares for client needs. He is a blessed widowed father of three; Two young adult daughters and one young adult football player son.