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How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Donald Keith Leonard Jr.

Financial Advisor

(806) 798-7048

Keith is a second-generation financial advisor, entering the field in 2005 with Jefferson Pilot Securities. After two years he decided to make a move, and became a Registered Representative for ING Financial Partners, which eventually...

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Tammy Ureste

Administrative Assistant

(806) 798-7048

Kristen Leonard

Director of Marketing and Human Resources

(806) 317-2823