Our Team

Our Team

Michele Leach, CDFA

Wealth Manager

818.704.0001 x225

Michele.Leach@ftpadvisors.com

Michele Leach, Wealth Manager and Founder of Financial Transition Partners, stands out in the financial services industry with a unique background. With almost a decade as the Director of Crisis Services for a private non-profit, Michele developed a deep understanding of the critical role financial health plays in our overall well-being. In her 25 years in financial services, Michele blends her social services background with business ownership experience to guide clients towards achieving financial success.

As a Wealth Manager, Michele specializes in assisting high net worth individuals in navigating the complexities of wealth.  Her focus extends to helping individuals manage their assets post-divorce or widowhood and she holds the Certified Divorce Financial Analyst Designation®, emphasizing her commitment to providing specialized guidance in these challenging life transitions.

Michele’s educational background includes a bachelor’s degree from California State University, Northridge, and a master's degree from the University of California, Los Angeles. As a Registered Representative, she holds securities licenses Series 7, 63, 31, and 24, along with a California State Insurance license. She completed the Certified Financial Planner (CFP) Professional Education Program and remains at the forefront of industry changes through ongoing education.

Michele's multifaceted expertise and unwavering commitment to client success, make her a trusted advisor and a driving force at Financial Transition Partners.

Laura Leach

Wealth Manager

818.704.0001 x228

Laura.Leach@ftpadvisors.com

Laura Leach is a seasoned Financial Advisor with over 15 years of experience within the financial services industry.  Her diverse background spans various firms, where she honed her organizational and analytical skills.  Laura’s passion for financial planning and a holistic approach that considers all aspects of our client’s financial life, sets her apart as a trusted advisor. 

Shaped by personal and professional experiences, Laura recognizes the critical role financial health plays in overall well-being. She utilizes tailored investment strategies and custom financial plans to educate clients about the challenges of growing wealth. 

Laura’s early calling in finance led her to pursue a degree in Finance from California State University Northridge.  As a Registered Representative holding security licenses (Series 7 & 66) and having completed the CFP Certified Financial Planner Professional Education Program, she brings a well-rounded skill set to her advisory role.

Laura’s experience is complimented by a genuine passion for assisting high-income and high net worth individuals navigate the intricacies of growing wealth. Her approach goes beyond financial transitions; it focuses on building lasting relationships and empowering clients with the knowledge needed to make informed decisions.  Laura Leach is dedication to both the financial success and overall well-being of her clients. 

Bill Kelleher

Wealth Manager

630-605-8365

Bill.Kelleher@ftpadvisors.com

Given today’s economy, good financial advice has never been more critical. That is why it is so important to partner with a dedicated Wealth Advisor who is committed to listening to you, understanding your concerns and seeking to ensure all aspects of your financial life are aligned. Bill strives to be your personal advocate, and provide you with advice that is tailored to your unique circumstances and all you would like your wealth to do for you.

Bill works with a limited number of high net worth clients in order to provide very customized wealth management services. He looks forward to helping you embrace your financial future with confidence. His approach is to partner with you and to help coordinate strategies with estate attorneys, tax advisors and insurance representatives.  He will play a very active role in all of your wealth management needs.

Bill has been in the securities industry for over 30 years, and prior to managing individual clients’ wealth management needs, he spent more than eight years working with some of the largest institutional money managers, insurance companies and banks in the country.

Brian Kelleher

Wealth Manager

630-995-6081

Brian.Kelleher@ftpadvisors.com

Trust and communication are paramount in a successful financial relationship. Brian takes his experience from almost a decade in special operations and brings them to his clients. Attention to detail and providing a complete financial profile and plan to each individual based on their needs and goals is what his passion is.

“I view every client as if they are my teammate and we are working towards accomplishing the same mission”.

Brian understands the complexity of today’s markets and investment vehicles. He aims to provide the path that is right for his clients to achieve long term financial freedom.

Lori Jasmine

Operations Manager and Client Services Associate

818.704.0001 x220

lorij@ftpadvisors.com

Lori Jasmine, our Director of Operations, brings a wealth of experience with over 25 years in the financial services industry, specializing in compliance.  Her background includes a roll at an Office of Supervisory Jurisdiction (OSJ), where she cultivated the skills to navigate complex operations and regulatory compliance in the ever-evolving financial industry.

Lori is dedicated to enhancing office efficiency and providing outstanding customer service. She plays a key role communicating with the advisory and administrative teams to promptly resolve client issues. Lori’s hands-on approach is crucial in maintaining the seamless day-to-day operations of the office. Her expertise and commitment to our firm make her an integral part of the team and a valuable asset to clients. 

Lori is not registered with Osaic Wealth, Inc.

Melody Younany

Customer Service

818-704-0001

melody@ftpadvisors.com

Melody Younany assumed the role of Client Service Manager at Financial Transition Partners in January 2023, bringing over a decade of experience in the Banking and Financial Service industry. Her extensive background uniquely qualifies her to assist clients with their account service needs.

Melody’s positive and diligent mindset, combined with her background in both retail and corporate customer service, ensures the consistent delivery of exceptional service. Melody is committed to expanding her knowledge in financial planning and refining the systems used to service our clients.  

Melody is not registered with Osaic Wealth, Inc. 

The Ameriflex Group

Affiliated Branch

www.Ameriflex.com

Financial Transition Partners is a member of The AmeriFlex Group®, a network of like-minded financial professionals that help us provide excellent client service.  Together, we ensure that our clients are treated with integrity and white-glove service.  The AmeriFlex Group® believes in supporting all of its partners with shared resources and the collective wisdom of various backgrounds.  While you may not deal with them directly, we utilize their resources to bring cutting-edge solutions to you, our valued clients.