Kathy Leland

Kathy is dedicated to empowering individuals and families to take meaningful steps toward a more secure financial future. She is a firm believer in the value of early planning and the importance of working with advisors who truly understand each client’s unique goals and aspirations.

With a background in creative design, marketing and client service, Kathy excels at crafting messaging that inspires clarity and confidence in the retirement journey. Her focus is on building genuine connections and ensuring every prospective client feels supported and valued from the very first interaction.

Kathy lives in Cumming, Georgia, with her two sons and brings warmth, insight and purpose to every aspect of her work.