As a Client Service Specialist at Laurel Wealth Planning, Leanna ensures clients feel supported and confident throughout every step of the financial planning process. She is dedicated to truly listening to clients, understanding their goals, and making the experience as smooth and stress-free as possible. By handling client needs with care and attention to detail, Leanna allows wealth managers more time to focus on strategic planning while upholding the high client service standards Laurel Wealth Planning is known for. When asked what excites her most about working at LWP, Leanna shares, “I look forward to building meaningful connections with clients and being someone they can truly rely on.”
Leanna’s interest in finance was inspired by her father, who has owned his own farming business throughout her life. After earning a business degree, she spent four years in banking, gaining experience in the finance industry and witnessing the meaningful impact financial guidance can have on people’s lives. A native of Minnesota, Leanna now lives with her husband, Grant; her son, Brooks; and their dog, Cowboy. Outside of work, she enjoys playing volleyball, spending time outdoors, and relaxing at home with loved ones.
