As a financial advisor, it's important to me to understand what's important to you. My goal is not to meet you once and send you on your way, but to establish a personal relationship with you and your family. Goals are not achieved without plans and execution. I partner with my clients throughout their lives to achieve their goals through personalized strategies. In order for us to be successful together, we must both be serious and committed, but have an enjoyable connection.
Each person has very different goals, which is why no two individuals are the same. Many of us don't even know what our financial goals are or what we want our futures to look like. The moral is, we all have a future and we need to prepare for it. Whether this means achieving retirement, making it through retirement, paying for an education, preparing for the unexpected or something completely different for you, there is never a better time to start than now. I help people dive into where they are now, versus where they want to be and guide them toward achievement of said goals.
My husband, Logan, and I grew up in Bedford County and have two children, Alexia and Lucas. We love spending time in the outdoors and traveling. Our community is very important to us and this career allows me to make a big difference in the lives of those who make up the community we grew up in, which is extremely rewarding.
Together, we can build a future for your family; whether you have the already laid the groundwork or need help getting started. We are here to assist you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address10161 Lincoln Hwy
Everett, PA 15537
Phone NumberLeigh Shank at (814) 623-1084
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