Through building relationships on trust and understanding, Leigh works to help people coordinate and integrate all aspects of their personal, business, and economic lives. His patience, diligence, and care foster long-term relationships with individuals, families and small businesses and are a hallmark of Leigh’s approach as a financial services professional.
When Leigh joined The Bulfinch Group in 2013, he started to build his practice and his attention to detail and strong analytical skills caught the attention of advisors within the firm. Leigh initially worked with several advisors, learning the business from them as his leadership and efficiency started getting him noticed by others. Since formally launching the Case Management Department in 2015, Leigh and his team have handled over 600 lives, generating >$1.8m premium. By creating strong partnerships with advisors, the team maximizes client engagement throughout the financial planning process. With an aim to have all clients feel empowered and confident in their decision-making, which has the propensity to produce a quicker engagement cycle, larger case sizes, greater number of introductions and more satisfied advisors. Known for their team-based approach and specialized knowledge of cash flow, business processes and product design, the Case Management Department strives to create the optimal client experience.
Leigh holds his series 7 and 66 licenses. In May 2017, Leigh got recognized as a Leaders Club Qualifier by the Guardian Life Insurance Company of America.
Prior to joining The Bulfinch Group, Leigh helped manage his family’s small business located in Haverhill, MA while getting his MBA from Boston University. Prior to this, Leigh graduated from Franklin & Marshall College in Lancaster, PA with a strong interest in financial analysis, sustainability and community engagement. Leigh is an active member of Big Brothers Big Sisters and enjoys exercising, spending time with family, following the New England Patriots and enjoying a great meal.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.