Leah Williams, WMCP®, ChFC®, CLU®

Financial Planner & Savvy Financial Founder

Leah has broad experience to meet varied needs for her clients, and she specializes in tax-aware wealth strategies for high-income individuals, solutions for business owners, and helping women who are navigating major life transitions.

She began working in the financial services industry in 2015, has trained other financial advisors at a national level, and is herself an entrepreneur. This combination allows Leah to bring both technical knowledge and real-world application to every client relationship.

Her approach goes beyond basic, traditional financial planning. She believes most people are well-positioned to reach their financial goals when they prioritize these three pillars: tax efficiency, asset diversification, and velocity of money. She also seeks to simplify complex strategies and design plans that can not only grow wealth, but create flexibility, protection, and long-term optionality.

Leah works closely with clients in both the accumulation and distribution phases of life, with a goal of making sure every dollar is working as efficiently as possible — today and in the future. Her planning process is deeply personalized, combining analytical precision with a forward-thinking, opportunity-based mindset.

Devoted Wife, Mother & Community Builder

Leah is a wife to a fellow business owner; a mom to a son she says keeps life joyful, grounded, and full of perspective; and an organizer of change.

Her passion for financial planning and building community is deeply rooted in her own life experiences. In 2014, she faced two pivotal moments: going through a divorce that left her starting over financially and losing her brother in his 30s, who left behind a wife and five daughters. Watching the impact of both a lack of preparation and the power of intentional planning shaped her in a profound way.

These experiences ignited Leah’s commitment to helping others create financial security, clarity, and confidence — no matter where they are starting from. She believes that money, at its core, is simply a tool — one that should create opportunity, not fear.

She is passionate about supporting women in business, empowering families, and giving back to organizations that protect and uplift women, children, and animals. Whether through her work, events, or community initiatives, Leah is driven by a simple belief: with the right strategy and support, it’s possible to not only rebuild — but to truly thrive.

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