Our Team

A Team of Wealth Experts

Ready to secure your retirement for generations.

Nicolas J. McLeod
Owner / Operator
Shayda McLeod
Chief Operating Officer
Leslie Husarenko
New Business Specialist
George Bain
Mortgage and Creative Financing Expert
Lisa Martinez
Case Design Advisor
James Jurica
CFP® CLU® CHFC® RICP®
Margaret Rettinghger
Advisor Support Specialist
Mark Jackson
Strategic Relations
Zach Stively
Financial Consultant
Mary Margaret Lankford
Multimedia Specialist

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