Leah prepares individual and benefit plan tax returns and provides clients with tax planning assistance. Leah is also responsible for developing media and supplemental tax education to clients. A dual employee of both S&U and Schulte Financial Group, LLC, Leah can provide both tax and wealth management services as well as assistance with navigating and finding benefits through the Health Insurance Marketplace (“Obamacare”).
Leah has a background in investment research, financial planning, trading, and financial customer service. She graduated Summa Cum Laude with a B.S. in Business Administration from DePaul University. Leah is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds the Series 7 and 63 licenses.
Leah gladly moved back to Cincinnati after living in Chicago to reconnect with the city she most loves and to be close to her family. Leah is a long-distance runner and plays classical piano. When not working, Leah enjoys anything that involves a competition.