Meet the Team
Leah Williams
Financial Planner & Savvy Financial Founder
Leah Williams, CLU®, ChFC®, is passionate about empowering clients to experience more joy and freedom in life by making their money work smarter. With a strategic focus on extending assets, minimizing taxes, and offsetting risk, Leah...
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Magdaline "Maggie" Mullet
Intern Assistant
Maggie is a remarkable young woman who is passionate about pursuing a career in financial planning. She’s currently a student at Christ the King High School, where she excels in honors and AP courses and serves as Social Committee...
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Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.