Welcome! Watch this video from our founder to learn how we can help you THRIVE.

Meet the Team

2022 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Valerie R. Leonard

CEO, Financial Advisor


Award-Winning Financial Advisor

Valerie's commitment as a leader in the financial industry & retirement community has spanned nearly two decades and has earned her numerous recognitions throughout the United States.  Her mission is simple: to help people be the best they can be by making the most of their financial resources, relationships and time. Valerie's client-first approach has long differentiated her from her peers and has helped her clients work toward reaching and exceeding their goals.

Experienced & Knowledgeable

Valerie holds the Accredited Investment Fiduciary (AIF®) designation. This professional certification demonstrates Valerie's commitment to acting in her clients' best interests and using prudent investment processes. Valerie is also a Certified Plan Fiduciary Advisor (CPFA). This credential shows Valerie's specialized knowledge, experience, and commitment when working with retirement plans. Valerie is a proud member of The Financial Planning Association and Retirement Plan Advisory Group. Additionally, the time she spent serving on the Retirement Advisory Council at Commonwealth Financial Network allowed her to use her forward-thinking ideas to propel the retirement industry forward.

At Home

Valerie is blessed to have an amazing husband and is the proud mama of three kiddos. "I've laughed so much harder since they were born and I understand the meaning of grace and true joy thanks to motherhood." Rob, Valerie and their children enjoy road-tripping in search of new places to explore, fish, or play golf and they often can be found cooking together as a family when they're home.

Investing For Impact

Valerie generously shares her time and talent with several non-profit organizations. She currently serves on the Personnel Work Team at Westwood Baptist Church and previously served as the Chair of the Budget & Finance Team at Westwood where she and her family are members and are actively involved in various church ministries.  She also serves on the Board of Directors for Evangel Classical Christian School as well as on the Budget & Finance Committee, Strategic Communications Committee, and Fundraising Committee at ECCS. Additionally, Valerie and her husband, Rob are actively involved with Doulos Partners, a non-profit organization that empowers indigenous leaders around the world to advance the Kingdom through evangelism and discipleship and Valerie and Rob also support Kevin Derryberry Ministries.

2019 NAPA Top Women Advisors, created by NAPA. Presented in Oct 2019 for the previous year. 209 Advisors were considered, 119 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Jamie Kertis

Retirement Plan Specialist, Financial Advisor
Creating Successful Retirement Plan Outcomes


As a retirement plan specialist, Jamie is passionate about working with business leaders and human resource professionals to design, implement, and manage a total benefit strategy. She helps companies design retirement plans that not only represent the best interests of their employees, but also plans that attract and reward top-level executives. Jamie serves as a liaison between company executives and product providers. She assists with the implementation of committees, analyzes and recommends plan investments, and reviews plan operations. Additionally, Jamie works with individuals and provides financial and investment advice to help them achieve their goals.


Jamie holds her Qualified 401(k) Administrator, QKA, designation through the American Society of Pension Professionals & Actuaries, which signifies her qualifications as they pertain to the complex issues of qualified plan design, testing, administration, and Plan Advisors that require a continual education around and appreciation of best practices concerning plan menu design and investment due diligence. She also holds the Accredited Investment Fiduciary® (AIF®) as awarded by Fi360 and the Certified Plan Fiduciary Advisor (CPFA) designation as awarded by the National Association of Plan Advisors®.

What Else To Know About Jamie

"I live and work in sunny Mobile, Alabama, with my wonderful husband, Daniel, and our two amazing daughters, Kate, Claire, and gregarious, energetic son, DJ. As a family, we enjoy taking advantage of the outdoors and can often be found playing in the sand at the beach, exploring trails at our national parks, or splashing in our pool. We are avid sports fans, especially football, and spend fall Friday nights cheering on the Baker Hornets and Saturday mornings encouraging the Buckeyes! I feel incredibly fortunate to have a career which affords me the opportunity to impact the retirement futures of so many hardworking people while also getting to be a room mom, cheerleader, and amateur home cook for my family."

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Summer Broadhead, CPA

Service Financial Advisor
From Tax Returns To Investment Returns

As a Service Financial Advisor, Summer focuses on ensuring clients have an exceptional experience when working with our firm.  She provides service and on-site education to corporate 401(k) plan participants and also works with a select group of individuals and families to make sure their money is working hard for them and they’re on-track to meet their financial goals.

In her 7.5 year career working for a Top 50 public accounting firm, she gained experience in many industries including real estate, manufacturing, insurance, and healthcare.  She has a strong background in tax return preparation and review, tax planning, tax notice resolution, estimated taxes, and customer service.  

Your Numbers. Her Passion.

Summer is a Certified Public Accountant which contributes to the tax planning strategies and holistic approach our firm offers to clients.  She is well suited to consult on your business tax planning, income and investment tax planning, and gift and estate tax planning.

Enthusiastically Giving Back

Summer serves as a Junior Board Member of the Norma Livingston Ovarian Cancer Foundation and volunteers for Habitat for Humanity and the Salvation Army.

Away From The Office

Summer and her husband, Zane, recently welcomed their first child, a baby boy. Their dogs, Jax and Cooper, are enjoying getting to know the newest family member. Summer and Zane love life on the lake or at the beach, especially when they’re surrounded by family and friends.

Crystal Lee

Client Service Associate, CRPC®

Gina Korn

Client Service Assistant

Leah Klimchak

Executive Assistant

Jessica Dolly

Marketing Director

Rachel Stennett

Administrative Assistant
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