Partners & Associates

Amie is a CERTIFIED FINANCIAL PLANNER™ certificant and has been a part of our team since 2012. She graduated from San Diego State University with a Bachelors Degree in Finance in 2015. She holds Series 7 & 66 securities and life insurance licenses. She is responsible for managing our team's investment and risk management business. She partners with Leonard throughout the financial planning process to ensure our team is meeting the client's needs. In addition to preparing financial plans and presentations, Amie is available to assist our clients with questions and servicing requests. She also works with our business owner clients to help establish and service their company's retirement plans, including 401(k), 403(b), and 457 Plans.

Amie is the Financial Planning Association (FPA) NexGen President-Elect nationally and serves on The American College Alumni Council. She recognizes the importance of professional industry involvment and how it helps our team better serve our clients. Amie received The American College NextGen Financial Services Professional Award in 2021.

When Amie is away from the office, she enjoys relaxing at the beach, spending time with friends and family, and traveling to new cities and countries.

Colin joined our team as a summer intern at San Diego State University in June 2021. We were impressed by his passion for financial planning, strong work ethic, and ability to be able to apply concepts quickly that we offered him to stay on part-time during the school year. With Leonard and Amie's direction, Colin assists them throughout the financial planning process. He provides exceptional client service involving new client onboarding, transactional requests, and account profile changes.

Colin spends his free time surfing, working out, playing softball, and spending time with his friends.

Kathleen joined our team in 2015. She is actively involved in her church where she has taught for the past decade. Kathleen has successfully raised her three intelligent children. She holds Series 6 and 63 securities licenses as well as her Life insurance license in California. Kathleen ensures that everything is carried out the way it is supposed to be; she is responsible for verifying and confirming that all transactions in our office go through correctly and smoothly. In addition, Kathleen helps our clients with servicing requests, such as beneficiary and address changes and online account access inquiries.

Kathleen enjoys spending her free time with her family and volunteering in a number of church related activities.

Nikki develops and manages our team's marketing campaigns and efforts. She helps our team effectively communicate complex financial planning concepts in simple terms through her designs.

In Nikki's spare time, she enjoys playing tennis and swimming with sea lions in La Jolla cove!

Before Randie joined our team in 2011, she spent over half a decade in Romania supporting and delivering spiritual guidance alongside her husband, Shane, who is the head pastor at his church. She is fluent in Romanian and continues to support in the spiritual guidance for women in the Imperial Valley community.

She holds her life insurance licenses in both California and Nevada. Randie is responsible for keeping Leonard's life in order by managing his calendar and making sure that he is where he needs to be, when he needs to be. Please reach out to Randie to schedule a meeting with Leonard.

Randie spends her time outside of work with Shane and their sweet son, Brennan, watching movies, playing games, and planning annual family vacations.