Leigh's passion is providing the highest standard of fiduciary and elite service to her Ideal Client Family and guiding them through their tailored and personalized financial plan; giving her clients back the time in their lives to spend on the things that matter the most to them; and providing her clients the highest probability of achieving their financial goals.
Leigh earned her Bachelor of Arts in Psychology with an Honors Minor in Interdisciplinary Studies from San Diego State University while competing on the Track & Field team in middle distance. She graduated Summa Cum Laude and was a member of the University Honors Program.
During college Leigh worked at a local San Diego high school as an Academic Coach and coached the field hockey team. Upon graduation in 2013, Leigh entered the financial industry with Invicta's parent company, BDT & Associates. She currently lives in La Mesa, CA with her husband, two daughters, and various pets, serving clients in San Diego County and around the world.
Professional Designations:
- Life and Health Insurance Licenses
- Series 65 - Uniform Investment Advisor Law
Hobbies:
- Running
- Soccer (Playing & watching)
- Field Hockey
- Visiting the San Diego Zoo
- Traveling