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Katia Leon Bio

Katia Leon

Family Service Coordinator


It makes me happy when our families can spend their time doing what they enjoy instead of being bogged down with the many important chores required to keep their financial houses in perfect order. As your Family Service Coordinator, I take the mundane but critical aspects of the financial planning process off your plate. I focus on two things:  

  • Safe and secure movement of your money and  
  • Uncompromising confidentiality of your sensitive information.  

My attention to detail motivates me to strive for perfection. I work behind the scenes to ensure that you have the right accounts with the right amounts at the right times. It’s the feat of taking a sheet of paper and turning it into a great experience for your family.  

I want you to have peace of mind as you direct your attention to the things in life that you cannot delegate, like your exercise, your yoga routine, or enjoying a glass of wine with the people you care about. Spend precious time with your loved ones while I keep your financial house in order. 

Each of our three families has a unique story: 

  • Your family that we serve as our client 
  • The team that works hard for you each day 
  • The families that our team members go home to at the end of our workday.  

Every day presents another opportunity to contribute to our families and our broader community. By ensuring that your money moves safely along your financial journey, I enable you and our team to dedicate more time to nurture important relationships.  

Let us tend to the smallest details with extraordinary care. 

Let us bring you peace and tranquility.