As an adviser, Leo helps clients align their financial goals and desires with their unique values, timelines, and risk tolerances. He establishes comprehensive relationships, helping clients understand both the tax and estate implications as they work together to create and manage their investment plan. Leo especially enjoys working with entrepreneurs, small-business owners, and their families. He specializes in helping them create a cohesive plan that considers both their personal and business goals.

Prior to joining the financial industry in 2008, Leo flew Apache attack helicopters in the U.S. Army for seven years, where he earned the Bronze Star Medal and the Air Medal for his service. He remains involved with the veteran community and has been a president of Milwaukee’s Veteran Board of Directors (VBOD), the Wisconsin Military Officers Association of America (MOAA), and the local MOAA. He is also an Eagle Scout, and as a past president of the local council, continues to participate in many of the organization’s events throughout the year.

Leo splits his time between Hartland, WI and Ocala, FL with his beautiful wife, Melissa, their son, Leo II, and their three dogs: Clover, Archie, and Henry (Australian Labradoodles). In his free time, Leo enjoys spending time with his family, whether he’s hunting/golfing with his dad and friends, attending one of Melissa’s horse shows (she travels year-round competing nationally), cheering on Leo II at one of his soccer games or fishing with him for the catch of the day. Leo also maintains a strong bond with his Army buddies and makes it a point to spend time with them and their families throughout the year. His faith in God and Jesus remind him to appreciate his many blessings every day.