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Team

 

Nan S. Lesnick

Founder & Principal, Investment Advisor Representative

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Nan Lesnick grew up on a family farm in Ohio. When her father became disabled, with two daughters still at home, the importance of planning and insurance became all too real to her. As a result, Nan began her financial services career

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Kelly S. Lesnick

Principal, Investment Advisor Representative

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Kelly Lesnick has a diverse background that provides her with many perspectives and experiences. She has worked in all aspects of the restaurant business, retail, banking, dry cleaning, and healthcare. Kelly also served for 10 years in...

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Cindy Mohler

Executive Assistant to Nan

831-656-0236

831-656-0229

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