Financial Planning Client Services

Leanne Hartwell

Client Services

Leanne has many years of experience in Administration. Her career path has led her to a variety of new adventures, including owning her own business for 13 years where she formed meaningful relationships with her clients. She loves to help wherever she can and is focused on delivering exceptional client service.

Leanne joined our team in December of 2021 and is looking forward to furthering her education in the industry. She is primarily assisting Kelley’s clients.

Outside of the office, Leanne spends most of her time with her husband, 5 kids, and two dogs. She enjoys hiking, yoga, gardening, and relaxing outside with friends (in nice weather!).

Dream vacation spot?

Greece

I can't live without...

Coffee

Footwear Preference?

Sandals

Drink of Choice?

An expensive Malbec is great.

Wisdom my mother taught me?

Don’t worry until there is something to worry about.

Retirement dreams?

Love to take a long road trip to the east coast of Canada and see all of the Maritime provinces.

PLAN. COORDINATE. COMMUNICATE.