Leah is responsible for all aspects of client support and provides administrative assistance to the firm’s investment advisors. As part of the Operations Team, she is the primary contact for new account documentation and daily cash transactions.
Leah has worked in client service and in administrative roles for over 20 years. Her experience includes assisting executive management as well as managing various client projects. After receiving her AS degree in Business Data Processing, Leah also worked in the IT world for 12 years. She is a native Nashvillian, is passionate about health and fitness, and is most proud to be the mother of daughter, Emma.