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 an enriching and personalized experience that is as unique as they are.
Leisa is responsible for client communications and marketing and serves as a central contact for our plan sponsors, business owners, and individual investors. She delivers results-oriented communication strategies that promote financial wellness and retirement readiness.
Leisa has 22 years of experience in the financial services industry working for leading firms Fidelity Investments and Putnam Investments. She has held positions as a Communications Consultant, Sr. Managing Director, and Plan Operations Manager with a primary focus on retirement plan services for large market and Fortune 500 Companies. She earned a Bachelor of Science degree in Speech from the University of Texas at Austin and holds FINRA Series 7, 6, and 63 licenses.