Leisa joined Waterworth Wealth Advisors, LLC as the Director of Client Relations in July of 2021. Leisa’s natural passion to serve provides our clients with...
Seana joined our firm in March 2019 to continue to deliver an outstanding client experience and keep operations running smoothly. Seana has extensive experience in...
Tim focuses on delivering customized solutions to families, corporate executives, and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address...