DIRECTOR OF CLIENT EXPERIENCE
Leah Fletcher, M.Ed.
My entire life, I have cared about understanding my own personal finances and always have seen how this can determine how much control we have in our own day-to-day decisions.
I earned my Bachelor’s Degree in Psychology from Northwest Missouri State University and Master’s in Higher Education to pursue a career working with people. My previous role at Park University, I led a team working with individuals on building and improving their professional lives through career advancement. A part of this conversation deals with their financial situation and how advancement would factor into this. I enjoy financial education from a “whole picture” viewpoint and have enjoyed working with the team here to develop plans around this.
My role with the team is to assist our advisors in building out systems and deliverables that will help on the educational side of financial planning. As the Director of Client Experience, my focus will be to make sure your experience with us is exactly what you signed up for - building a life that aligns your money and values together.
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We’re incredibly fortunate to do what we love, help pursue dreams, and spend work and personal time with amazing people. Whether you’ve been a client for a while or it’s your first time visiting, we’re excited to share our passion for wealth management and look forward to a long-term partnership.