Leo entered the financial industry in 2007; in 2008, he joined FSM Wealth, Inc. as Manager of the Investment Division. Shortly after joining the firm, Leo established a leadership role and was appointed Partner, focusing on all aspects of wealth management. With an immense concentration on capital markets and financial planning implementation, his goal is to design a personalized approach to execute each client portfolio. This skill set allows him to develop tactical strategies regarding personal, business, and estate planning. Leo holds a Master of Business Administration with an emphasis in Finance from Saint Louis University and a Masters in Economics from Southern Illinois University Edwardsville.
Born and raised in the Nashville, IL, area, Leo passionately believes in the community and is actively involved in the Simply the Best youth outreach program. Leo dedicates his free time to playing with his son in the evenings, tending to household improvement projects on Saturdays, and attending church services on Sundays.