Leanne Porter

Leanne brings a decade of experience from boutique wealth planning firms, where she has excelled in leading client services, managing firm-wide projects, and building meaningful relationships with clients, particularly during times of transition.  

A Florida native who now calls North Carolina home, Leanne is known for her adventurous spirit. She enjoys sharing stories of past and upcoming bucket-list travels. When she isn’t exploring new destinations, she likes reading, connecting with family and friends, and prioritizing whole-body wellness.  

Leanne earned her bachelor’s degree in business administration and organizational leadership from Central Michigan University.