Leigh loves the combination of helping people and solving puzzles. As a Paraplanner, she supports our financial advisors, prepares for client-advisor meetings, processes client needs, maintains accounts, and completes data entry.

Leigh joined the Symphony Financial Planning team after a career in corporate finance, primarily in the wine and spirits industry. She is following a longtime passion of hers and is excited to pursue it professionally. In particular, she wants people to feel empowered by financial planning, not mystified by it.

In her free time, Leigh likes to be outside running with her dog, Poe, or reading in her backyard. She enjoys playing in Excel, watching live shows and sports, and spending time with her friends and family.

Education and Certifications

• Candidate for CFP® Certification

• Certificate in Personal Financial Planning, UC Berkeley

• MBA, Finance, University of Notre Dame

• BS, Radiologic Science, University of North Carolina at Chapel Hill

Interests and Involvement

• Member, Financial Planning Association

• Community involvement: dedicated to organizations fighting hunger, fostering diversity, and  promoting the arts

• Eats and drinks: pizza (let me know your favorite spots!), Old Bay (native Marylander), and wine (pinot noir is my favorite)

• Travel: goal to visit all seven continents and all 50 states