How I can help you

My background is in the financial services industry with extensive experience in operations, broker-dealer operations, and regulatory compliance. I also achieved the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow Life Management Institute (FLMI) professional designations.

Areas of Expertise

  • Government Regulations
  • Management & Operations

Industry Experience

  • Accounting & Tax Services

Van Leichter

Communication Methods

  • In Person
  • Phone
  • Video