Introduction
Leitch, Swartz and their experienced and knowledgeable staff provide comprehensive financial services to a wide range of clients, including businesses and individuals seeking all levels of financial planning. As a financial advisor, Bill has a passion for assisting clients in realizing their financial goals. Larry and Bill work closely with each client to fully understand their current financial position and their future financial goals. From there they take a holistic approach in the preparation of an individualized plan with diverse investment options.
Support Team
Bailey Sager
Client Service Associate - Team Lead
Chimeira Greenwood
Receptionist
Makayla Burdette
Client Service Associate
Gabriella Pirisino
Client Service Associate
Ryan McCoy
Financial Planning Assistant
Bryson Curtis
Client Service Associate
