Meet the Team
Christopher Leone
FOUNDER AND PRESIDENT
Christopher stands out not only for his former athletic achievements, but adept financial acumen and ability to connect with people from all walks of life. His passion for understanding the intricacies of business and finance has positioned him as a go-to consultant and partner for those seeking personalized and effective financial solutions. As a former professional hockey player, he translated his dedication, discipline, and obsession from the ice rink to servant leadership in the financial world.
His notable achievements include:
Three time State Champion, National Champion, USHL Draft Pick, OHL Draft pick, two time NCHA Champion, 2016 NCHA Tournament MVP, All-Conference Team, 2016 AHCA/CCM First Team All-American, 2016 Adrian College Student Athlete of the Year Award voted on by coaches and athletic department staff members. Three years of professional hockey in the affiliates of the Detroit Red Wings, Tampa Bay Lightning, Buffalo Sabres, Washington Capitals, and Los Angeles Kings organizations. He also graduated with a Bachelors in Business and Economics.
Christopher has a proven track record of successful preparation, planning, execution, and most importantly, results. He understands what it takes to create a vision, to quantify and objectively measure goals and identify risks. He understands and can communicate how teamwork, discipline, authenticity and accountability lead to desired outcomes.
Whether you're navigating uncertainty, planning for the future, or strategizing for wealth growth, Christopher is committed to guiding you with insight, integrity, and a winning spirit.
When Christopher is not in the office, you can find him in the gym, reading and researching his favorite topics, volunteering at the Detroit Economic Club, watching his nieces and nephews dance and sporting events, and spending time with his lovely girlfriend Mila. Last but not least, he loves his sports card collection so don't be shy to talk shop!
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.