Our Team
Meet the people behind your plan.
Independent guidance from our team — backed by the institutional strength of LPL Financial.
Leonardo Gelain, AAMS®, CRPC®, CF2®
CEO & Founder
Founder of Leon Financial Services, Leo brings nearly 30 years of experience helping individuals and families build, preserve, and transition their wealth.
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Michele Gelain
COO — Operations Manager
A seasoned operations professional with 23+ years of experience, Michele leads compliance and operations at Leon Financial Services.
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Schedule a complimentary, no-obligation conversation with Leon Financial Services.