Certified Public Accountant ®
Certified Financial PlannerTM professional
Financial Advisor, LPL
3533 Country Club Drive
Jefferson City, Missouri 65109
"I help folks prepare for their future."
Leanne began her career with Central Bank in the auditing department after graduating from Truman State University in 1995. It actually felt like coming home as she made her way around the bank. She kept meeting family members and several former schoolmates who were already part of the bank family.
After three years in the auditing department, becoming familiar with various sectors of the bank, it became very obvious to her that she belonged in the investment area. She worked with some of the bank's largest institutional customers and their investment committees. She learned so much during this phase of her life that when a management opportunity opened up in 2007 within Central Investment Advisors, she made the switch.
At Central Investment Advisors, Leanne helped manage the program from a compliance, operational and fiscal standpoint. This experience increased her knowledge and exposed her to a variety of areas within the investment industry. She especially likes the financial planning aspect of the industry. In 2015 she earned CERTIFIED FINANCIAL PLANNER™ professional certification. She views this as a valuable compliment to her Certified Public Accountant® license.
Now Leanne has begun the next phase of her career by becoming a Financial Advisor….helping clients of Central Investment Advisors prepare for the future. She joined the team at Central Bank West with Jeff Boessen and Debbie Schaefer. Together, they are ready to provide you with an even deeper look into your finances.
When it comes to your financial health, there are lots of aspects to consider - income for your retirement years, health care concerns, and social security - just to name a few. We stand ready to help guide you through some of the most important decisions that you have to make for you and your family. When you don't know where to turn, we will provide you with open and honest answers. Welcome home!