About Our Wealth Management Team
Meet the Team
OWNER / WEALTH ADVISOR
Adam began his career as a financial advisor 10 years ago, calling on friends and family from his parent’s basement. Today Anchor Wealth Management works with more than 800 families and businesses, and the fiduciaries collectively manage more than $140 million in assets. Adam is a SmartVestor Pro through the Dave Ramsey Organization.
Adam wants you to know:
Financial freedom is 80% client behavior.
Adam once ranked 50th in the nation in fantasy golf (out of millions).
“I am a teacher at heart.”
Dan Leonard, CFA
LEAD PLANNING AND TRADING ASSOCIATE
Dan has over 15 years experience in the financial planning and services industry and has earned the right to use the Chartered Financial Analyst (CFA) designation.
Dan wants you to know:
Savings is the fuel of any retirement plan. The ability to spend less than you make will have a greater impact than almost any other factor.
Dan loves being outside. On weekends you can find him weeding his garden or cooking on his grill and smoker.
“I am here to make a positive difference. My mission is to help others gain freedom and grow their wealth.”
Rianna previously worked in music administration for two years at a college in Wisconsin and teaches piano, cello, and chamber music currently to about 15 students around her scheduled working hours as a financial advisor at Anchor.
Rianna wants you to know:
The best things in life aren’t things.
Rianna grew up with six sisters and one brother. She has flown an airplane and has never been able to whistle.
“I am detailed-oriented, organized, and competitive. I surprise my friends by wanting to try new, exciting, or different things.”
CLIENT RELATIONSHIP MANAGER
Over 30 years of experience in the financial services industry.
Wendy wants you to know:
Being happy doesn’t mean everything is perfect. It means you’ve decided to look beyond the imperfections.
Wendy is easily entertained. By herself, she enjoys a good book or paper crafting. She also enjoys simple times spent with family and friends. A potluck, a game of cards or a board game, a bonfire or a camping trip will always be perfect ways to spend her time.
“I am a daughter, a sister, a wife, a mother, and an employee. I am busy. I am blessed.”
CLIENT ONBOARDING SPECIALIST
Jessie came from an Auto and Home Insurance background, but has eagerly jumped into the financial planning industry!
Jessie wants you to know:
Her favorite Dave Ramsey quote: “Live like no one else today, so you can live like no one else tomorrow.”
Jessie is an artist. She loves to draw and paint, but the phrase “starving artist” was coined for a reason, so she instead dove into two industries (insurance and finances) which appeal greatly to her love of logic and reason.
“I am constantly learning, growing, and challenging myself in order to live life to the fullest!”
Katie served as a Registered Nurse for seven years before coming to work alongside her husband, Adam, as an office assistant at Anchor Wealth Management. This provides them with flexibility and a work/life balance for them and their three children.
Katie wants you to know:
She wants what’s best for YOU and the legacy you will leave behind for your family.
Katie is a children’s worship leader despite the fact that she can’t carry a tune. She just loves to dance!
“I am a believer. I believe that unimaginable results come through our own shortcomings and weakness. In life this requires faith, in finances this requires support.”
Get to know our amazing staff by reaching out to the financial advisors at Anchor Wealth Management today.