Meet the professionals who can help you pursue your goals
Leverage Planners, LLC, was established to help clients navigate the financial industry, and mitigate as much risk, distress and confusion as possible. We help individuals and families pursue their ideal retirements.
Founder and Principal
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.
Chief Operations Officer
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 at Leverage Planners, Veronica prides herself in facilitating excellent communication and paying attention to even the tiniest details for her clients. 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.
Director of Service & Planning
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.
David “DJ” Lake
David J. Lake, also known as DJ, joined the Leverage Planners team in 2020. As the Medicare Specialist for the team, he is excited to help clients through the daunting task of health care in retirement. He guides clients through the ins and outs of Medicare, and helps them choose what options work best for their individual needs.
DJ has graduated with his Bachelors in finance at the University of Washington.
DJ loves cars, sports, spending time with family & friends, going on road trips and traveling.
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.