Our Team
Michele Leach, CDFA
Wealth Manager
Laura Leach
Wealth Manager
Laura Leach is a Wealth Manager with over 15 years of experience. She utilizes tailored investment strategies, comprehensive financial planning and wealth management solutions to educate clients about the intricacies of growing wealth.
Lori Jasmine
Operations Manager and Client Services Associate
Lori has over 25 years’ of experience in the financial services industry. Her top priorities are helping to run an efficient and productive office, while promoting excellent customer service and prompt follow-up to client issues....
Melody Younany
Customer Service
The Ameriflex Group
Affiliated Branch
www.Ameriflex.comFinancial 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...