Vero Beach – 772.770.2254
Toll Free – 877.571.7526
Fax – 321.989.0321
Our Team
Jeffrey M. Leonard, RFC®
Managing Member
Jeffrey M. Leonard “Jeff,” is the Managing Member of Leonard Financial Group, a company dedicated to serving and educating individuals, families and small businesses planning for retirement or already retired. Jeff works directly with clients to develop financial strategies to help attain their retirement goals and objectives. He specializes in developing retirement, income and estate plans for all sizes of estates. Jeff has helped hundreds of clients reduce unnecessary income taxes, social security taxes and estate taxes, while ensuring their income grows and lasts a lifetime.
Family Information:
Jeff and his wife Julie have been married since 1990 and are the proud parents of two children – Hope and James. Jeff has been active in the community as a soccer coach for the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne. He and Julie believe in giving to the community and have happily sponsored and given too many local charities.
Education and Achievements:
Jeff graduated from the University of Texas at Dallas with a Computer Science and Math degree. He is a Registered Financial Consultant© with the International Association of Registered Financial Consultants, an Investment Advisor Representative of Leonard Financial Group, a Registered Investment Advisory firm. Jeff is also a member in good standing with the Society of Certified Senior Advisors as well as being a member in superior standing with the National Ethics Bureau. Jeff regularly writes for the Senior Scene magazine on financial planning issues related to retirement planning. He has also been the host of a weekly radio show on WIXC 1060 discussing various financial topics related to income planning and investing for retirement.
Julie G. Leonard
V.P. Operations
Julie is a licensed insurance agent with over 21 years of experience working in the life and health care industry. She manages the overall structure and day-to-day processes of the business. Julie makes sure the highest levels of business practices are in place and continuously monitors and upgrades operating systems while acting in full compliance with laws and regulations. Her strong interpersonal skills ensure the business maintains high levels of customer care by delivering value to the customer while operating an outstanding customer service center, delivering products on time and keeping accurate client records.
Family Information:
Julie and Jeff Leonard have been married for over 20 years and have two children. Her free time is devoted to the education of their two kids and their time playing soccer. Much of her time is spent volunteering to help with the kids’ school and soccer club. The family are active parishioners at Ascension Catholic church.
Education and Accomplishments:
Julie’s career took her from Southern California to Boise Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in the regional office and transferred to the home office in Miami, FL. Julie managed a staff of business experts who specialized in managed care. She assisted in building a state of the art claims processing system that continues to be used today, 20 years later. Julie education continues each year with a focus on legal and compliance changes that affect the financial industry.
Jessalyn Withers
Client Services Manager
As Client Services Manager, Jessalyn is responsible for client relations, new business processing, and day to day advisor support. She also coordinates the marketing programs, records and compliance, and company communications. Jessalyn is a licensed insurance agent and is currently pursuing her Series 65 Investment Advisor Representative securities license.
Family Information:
Jessalyn was born and raised in Melbourne, Florida and currently resides in Indian Harbour Beach. In her free time she enjoys coaching her local youth girls’ soccer team and playing with her dog Rudder.
Education and Achievements:
Jessalyn earned a Bachelor’s of Science degree in Biology and a minor in Sociology from the University of Central Florida. She attended the University of Central Florida by earning a Florida Bright Futures Scholarship as well as an athletic Scholarship for soccer.
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Leonard Financial Group ("LFG") is a Florida registered investment adviser located in Melbourne, Florida. LFG and its representatives are in compliance with the current registration and notice filing requirements imposed upon by the state of Florida registered investment advisers. LFG may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. LFG's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of LFG's web site on the Internet should not be construed by any consumer and/or prospective client as LFG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LFG. Any subsequent, direct communication by LFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LFG, please contact the State of Florida Office of Financial Regulation. LFG's current written disclosure statement discussing LFG's business operations, services, and fees is available from LFG upon written request. LFG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LFG's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.