Principal & Financial Advisor
With a background in business, psychology, and professional trading, he combines strategic financial expertise with a commitment to ethical advising and long-term client success.
Operations Manager
Alex specializes in helping clients & advisors navigate the operational side of wealth management with efficiency and care, his experience includes supporting complex client relationships…
New Business Coordinator
Maj combines her expertise in personal finance with a background in event and project management, bringing a detail-oriented and strategic approach to helping clients plan for their future.
Service Advisor
Victoria Hockenbury is a Financial Advisor dedicated to helping individuals and families make informed financial decisions with confidence. She believes strong financial planning is built on trust, education, and lasting relationships.
Operations & Data Specialist
Abe combines his analytical skills and tech-savvy approach to refine data processes, enhance client engagement strategies, and keep Leverage Planners operating efficiently in a fast-moving digital landscape.
New Business Advisor
Rocco draws on his financial background, entrepreneurial spirit, and passion for helping others in supporting the team in creating thoughtful, personalized strategies that align clients’ money with their life goals.