Sr. Operations Lead
Leigh brings over 15 years of experience in the financial services industry to WPP. Leigh has never been too far away from WPP. A unique fact about Leigh’s choice of the industry is that it started in an administrative position with Robert B. Jensen. Bob shared his many years of experience, teaching her a great deal and helping her hone her skills as a beginner entering the industry. Over her career, as she has accepted other roles with various planners, this enabled her growth and developed an understanding of the required systems and processes to help maintain client relationships with the utmost care and efficiency.
Leigh’s attention to detail and personal pride in delivering accuracy and efficiency in her work has propelled her to unique heights in the client service role. Leigh feels she’s found her home in joining the WealthPlan Partners team. She often comments, “WPP understands the requirements to exceed expectations and to deliver a top-level client experience!” Her willingness to collaborate and search for the best solutions for the advisors as well as the clients creates immediate rapport.
She is also very excited and honored to embrace the opportunity to follow in her mother’s footsteps. Continuing to learn and grow, as Leigh says, “from the best” under Kathe’s guidance as WealthPlan Partners’ Practice Manager.
Leigh is a proud mother to her 16-year-old daughter Bryar and partner to her significant other Jake. In her free time, Leigh enjoys time with her family and friends. Leigh’s bubbly, optimistic outlook on life and laughter is her favorite medicine, especially when it comes from goofing around with Bryar. Remaining close with her two siblings and father keeps Leigh’s laugh muscle well-toned. She loves wood-working and digging around in her flowerbeds. In the spring and summer months, she enjoys camping, sitting around a fire, or supporting a race team with her friends as part of the pit crew at Painesville Speedway.