Team

We are a small team of experienced professionals who know our clients by name and work hard to ensure your financial needs are assessed and resolved.


Wealth Planning & Design

Joni Rametta, MBA, CFP®, CKA®

Chief Operating OfficerJoni holds her security licenses, Life, Health and Variable Annuity Licenses. She achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and completed the coursework for the designation of Certified Kingdom Advisor™ through Kingdom Advisors in 2010. With over 30 years of experience, Joni has a passion to help individuals gain confidence and clarity through wealth management and planning.

Len Leetzow

Financial AdvisorLen attended the U.S. Naval Academy in Annapolis, Maryland as a member of the Class of 1962. He has been serving clients as a financial advisor for more than 50 years. He began his career with Shearson Hammill, a firm that changed names many times – the last name being Morgan Stanley.