Lexa

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Meet Lexa. Lexa heads client greetings, security, and example napping behavior. Does she look mean? Nah. Just tenacious. About providing affection and earning it in return.

…In 2012, as our parents entered their late 80s, my two brothers and I and our wives became very concerned about Mom and Dad’s ability to manage their financial and personal affairs. We had witnessed potential problems, including missed bill payments, lost checks, missed appointments, susceptibility to scams, and a general decline in our parents’ financial… read more

— Robert M. Sawyer, Sacramento, California

…My lawyer recommended Lindsay and is probably one of the best recommendations I’ve ever had in my life. She helped me navigate through all of the probate court proceedings, through all of the changing of names and title… She helped me through the process of retiring in this situation and I’m so incredibly grateful to her and I just don’t know where I’d be without her help… read more

–Virginia Anders, Client

Lindsay Leonard was an important part of the research team at Dunvegan Associates, Inc. She assisted in various aspects of the research process that we employ on a daily basis. Some of the more important functions she performed… read more

—A.C. Moore, Dunvegan Associates

Lindsay Leonard joined the West Coast Asset Management team as a Junior Research Analyst intern in November 2007 and worked with us through the end of May, 2008. WCAM was founded in 2000 by Lance Helfert and Kinko’s founder… read more

—Atticus Lowe, Chief Investment Officer, West Coast Asset Management

… I observed Lindsay’s diligence in taking care of her grandmother for many years and appreciate the time and compassion Lindsay dedicated to making sure Norma’s wishes were honored even after her passing. Lindsay is an excellent communicator and I have always known her to be a generous and hard working individual with a passion to help others. read more

—Joan Moran

Lindsay is a great support and very knowledgeable about many aspects of financial and estate planning. She is thorough and timely with our projects and helped me tremendously. I highly recommend her services. read more

—Catherine Carpizo, Client

Lexa

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