Our Team

Advisory

  • Andrew Leonard

    CFP®
    Founder & CEO
    Education

    M.B.A., Harvard Business School
    B.A., Emory University

    Experience

    Classic Capital, Inc. – Partner
    Analysis Group, Inc. – Senior Analyst

     

  • Tom McAndrews

    CFA
    Senior Wealth Advisor & Partner
    Education

    M.B.A., Tuck School of Business at Dartmouth College
    B.A., Eastern Washington University

    Experience

    Oliver Wyman – Engagement Manager
    Goldman, Sachs & Co. – Associate
    Bristlecone Advisors – Associate

     

  • Tracy Johnson

    CFP®
    Senior Wealth Advisor & Partner
    Education

    M.B.A., Kellogg School of Management
    B.A., Northwestern University

    Experience

    Ameriprise Financial – VP, Analytics Strategy
    Bain & Company – Case Team Leader
    Kraft Foods – Manager, Strategic Planning

     

  • Patrick McGough

    CFA
    Senior Wealth Advisor & Partner
    Education

    M.B.A., University of Chicago
    B.S., University of Illinois

    Experience

    Honeywell UOP – Principal, Strategic Planning
    Honeywell UOP – Senior Financial Analyst

     

  • Jeff Fortner

    CFA
    Senior Wealth Advisor
    Education

    M.B.A., UCLA Anderson School of Management
    B.A., Pomona College

    Experience

    Bain & Company – Partner
    Gould Asset Management LLC – Portfolio Manager

     

  • Michelle Pimentel

    CFP®
    Wealth Advisor & Partner
    Education

    B.A., Texas A&M University

    Experience

    Integral Financial Solutions – Financial Paraplanner
    US Department of Defense – Financial Program Analyst
    Zeiders Enterprises – Personal Financial Counselor

     

  • Trevor Sarif-Killea

    Wealth Advisor & Partner
    Education

    B.A., Harvard University

    Experience

    Mount Sinai Health Partners – Strategy & Operations Associate
    Boston Consulting Group – Associate
    Decision Resources Group – Strategy Analyst

     

  • Daniel Stuckey

    Wealth Advisor
    Education

    Ph.D., University of Pennsylvania
    M.A.T., American University
    B.A., Tufts University

    Experience

    Relay GSE – VP, Data & Research
    Achievement First – Academic Dean
    Teach For America – Teacher

     

Tax

  • Jen Knight

    CPA, CFP®
    Tax Team Lead & Partner
    Education

    M.S.A., Wake Forest University School of Business
    B.A., Davidson College

    Experience

    PricewaterhouseCoopers – Senior Manager

     

  • Grace Curell

    CPA, CFP®, CMA
    Tax Advisor
    Education

    M.B.A., Wright State University
    B.A., Wright State University

    Experience

    Truepoint Wealth Counsel – Tax Manager
    US Air Force – Financial Specialist

     

  • Will Lochte

    CPA, CFP®
    Senior Tax Associate
    Education

    B.S., College of Charleston

    Experience

    SC&H Group – Staff Tax Accountant and Senior Tax Accountant

     

  • Angie Moore

    CFP®
    Senior Tax Associate
    Education

    B.S., Indiana University, Indianapolis, IN

    Experience

    Truepoint Wealth Counsel – Senior Tax Associate
    Wealth Planning Corporation – Financial Planner
    Ameriprise Financial – Paraplanner
    Fidelity Investments – Premium Service Representative
    Charles Schwab – Associate Broker

     

Portfolio Management

  • John Morrison

    CFA
    Chief Investment Officer
    Education

    M.B.A, The University of Chicago
    B.S., Brigham Young University

    Experience

    Secfi Wealth – Chief Investment Officer
    Dimensional Fund Advisors – Senior Investment Strategist, VP
    Bain & Company – Consultant
    Goldman Sachs & Co – Associate

     

  • Fritzner Jean, Jr.

    CFP®
    Senior Portfolio Analyst
    Education

    B.A., Earlham College

    Experience

    The Vanguard Group – Investment Analyst
    The Vanguard Group – Financial Advisor

     

  • Adam Bederov

    Portfolio Analyst
    Education

    B.S., University of Denver

    Experience

    Agility Outsourced Chief Investment Officer – Public Markets Intern
    Securities and Exchange Commission – Intern

     

  • Michael Matson

    Senior Performance Reporting Analyst
    Education

    B.B.A., DePaul University

    Experience

    NextCapital – Investment & Trading Operations
    Northwestern Mutual – Financial Planning and Analysis
    Northwestern Mutual – Investment Operations

     

Financial Planning

  • Elisa Lundy

    CFP®
    Financial Planning Team Lead & Partner
    Education

    B.S., Purdue University

    Experience

    Financial Planning Association – Extern
    Phillips Financial – Paraplanner

     

  • Victoria Lipscomb

    CFP®, CPWA®
    Senior Financial Planner
    Education

    B.A., Purdue University

    Experience

    eMoney Advisor, LLC – Helpdesk Product Specialist
    University of California, Santa Cruz – Financial Literacy Coordinator
    Purdue Federal Credit Union – Personal Financial Management Intern

     

  • Claire Nugent

    CFP®, CIMA®
    Senior Financial Planner
    Education

    B.S., Purdue University

    Experience

    FJY Financial – Summer Associate
    Boiler Track Financial – Peer Financial Educator
    Foresight Financial Management – Intern

     

  • Alison Taylor

    Senior Financial Planner
    Education

    B.S., American University

    Experience

    Indiana Department of Environmental Management – Senior Environmental Manager
    American University – Sustainability Analyst Intern

     

  • Tendai Masangomai

    Financial Planner
    Education

    B.A., Dartmouth College

    Experience

    Morgan Stanley – Fixed Income Associate
    Precision Systems – Recruiting & Operations Lead
    Deloitte Consulting – Intern

     

  • Mamie Odom

    Financial Planner
    Education

    M.A., University of Florida
    B.A., University of Florida

    Experience

    Palisades Hudson Financial Group – Client Service Associate

     

  • Alexa Schoeneborn

    Financial Planner
    Education

    B.A., Villanova University

    Experience

    Astra Wealth Partners – Junior Financial Planner
    Quest Diagnostics – Financial Analyst
    Fairman Group Family Office – Intern
    Ategra Capital Management – Intern

     

  • Adrian Pedroza

    Paraplanner
    Education

    B.A., Harvard University

    Experience

    Harvard University – Economics Teaching Fellow
    Grant Thornton – Intern
    Bain & Company – Intern

     

  • Harrison Woodruff

    Paraplanner
    Education

    B.S., Purdue University

    Experience

    Financial Enhancement Group – Intern

     

Client Operations

  • Ashley Kennedy

    Client Operations Team Lead & Partner
    Education

    B.S., Texas Tech University

    Experience

    Farmers & Stockmens Bank – Loan Admin., CSR
    Red To Black (TTU) – Student Coordinator

     

  • Isabelle Sears

    Senior Client Operations Specialist & CRM Lead
    Education

    M.B.A., Hult International Business School
    B.A., Montana State University

    Experience

    Nifty Advisor Support – Operations and Client Services
    CR Wealth Management – Client Service Associate
    Legis Finance – Investor Relations

     

  • Alison Wellington

    Senior Client Operations Specialist
    Education

    M.S., Pacific University
    B.S., Portland State University

    Experience

    Forest Grove School District – Speech-Language Pathologist
    Consonus Healthcare Services – Speech-Language Pathologist

     

  • Bailey Wise

    Client Operations Specialist
    Education

    B.S., West Texas A&M University

    Experience

    Canyon Independent School District – Educator
    Texas Tech University Health Sciences Center – Marketing Coordinator
    GoldStar Trust Company – Marketing Assistant
    GoldStar Trust Company – Operations Specialist

     

Business Operations

  • Julie Higgins

    Chief Operating Officer & Partner
    Education

    M.B.A., Tuck School of Business at Dartmouth College
    B.A., Dartmouth College

    Experience

    EY-Parthenon – Private Equity Practice Director & Operations Leader
    Staples – Director
    Bain & Company – Case Team Leader

     

  • Marc Dacanay

    IACCP®, PMP
    Chief Compliance Officer, Director of Business Operations & Partner
    Education

    B.S., Arizona State University

    Experience

    MRA Associates – Senior Client Administrator/Project Manager
    MRA Associates – Client Associate

     

  • Kenny Mayer

    IT & Security Manager
    Education

    B.S., Virginia Tech

    Experience

    Alera Group – Salesforce Administrator
    Badgley Phelps Wealth Managers – Operations, IT Manager
    Hemington Wealth Management – Head of IT & Operations Manager
    McLean Asset Management Corporation – Investment Associate, Client Services Representative, IT Manager