As an accomplished financial advisor, Leo has a life-time of experience helping clients achieve their goals and stay focused on long-term investment strategies – thanks to over 25 years in finance. As a former business owner himself, Leo started, operated, and sold three successful restaurants. He combines his real-world experience, with the analysis and planning skills he developed as a Commercial Banker and Business Advisor to provide his clients with unique and creative solutions.
Leo stays in-the-know outside of the office, too. You can most often find him reading up on finance, entrepreneurship, and Capital Markets – he’s a dedicated life-learner. And when he isn’t day-dreaming about he’s enjoying fishing, rafting or camping with his wife and three kids in Ashland, OR.