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Nan S. Lesnick

Founder & Principal, Investment Advisor Representative

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

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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Tom Lesnick

Principal, Medicare Specialist

(830) 331-7344

Tom Lesnick is Nan’s youngest son. He grew up in Avon, Ohio and Fountain Hills, Arizona. After high school, he married the love of his life, Kelly Lesnick, and served in the United States Army as an Artillery Soldier and later as...

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Joe Lesnick


(830) 331-7344

Joe Lesnick is Nan’s grandson, son of Ben & Ellen Lesnick, and brother to Lindsay Lesnick . He graduated from Midland High School this year. At Midland High School, Joe earned admission to the National Honor Society, played on...
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