2023 Five Star Professional Wealth Manager Award Recipient
Leah Swanson is an advisor in the Twin Cities office. She works closely with clients who are nearing or transitioning into retirement as well as individuals who are seeking to ensure they are on the right track for retirement. Leah is passionate about creating a financial strategy customized to their own personal goals and values so they may live confidently and abundantly. Leah specializes in retirement income distribution strategies as well as estate planning.
Leah graduated from Bethel University with a degree in Finance where she also competed collegiately on the golf team. She completed the Certified Financial Planner designation and considers herself to be a lifelong learner, always pursuing continuing education opportunities.
In her free time, Leah enjoys spending time outdoors golfing, running, and spending time with friends and family.
She is licensed to do business in MN, WI, IA, FL, and OR.
See https://www.fivestarprofessional.com/awardwinners/MSPWM for Five Star Wealth Manager award criteria
The FIVE STAR Professional ranking was released in 2023 for the time period of 2022-2023. Neither the Firm nor its representatives paid a fee to participate in the survey (or paid a fee to participate).