Our Team
David Donhoff
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.
Alexander Frias
Operations Manager
Alex specializes in helping clients and advisors navigate the operational side of wealth management with efficiency and care, his experience includes supporting complex client relationships, investment account servicing, onboarding, & compliance processes…
Maj Flores
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.
Britt Anglin
Client Engagement Coordinator
With a background in the arts and healing, Britt brings a thoughtful and empathetic approach to client engagement, ensuring each interaction is supportive and personalized.
Abe Rodriguez
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.
Rocco DeSimone
Advisor Apprentice
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.