Our team combines deep experience with a highly coordinated approach to financial planning. Backed by the resources and infrastructure of Charles Schwab and guided by fiduciary responsibility, we operate with the discipline of a much larger firm — including the oversight of a dedicated Chief Compliance Officer.
This structure allows us to deliver thoughtful, long-term strategies with clarity, consistency, and care — without sacrificing sophistication, access, or governance.
A Team Built for Long-Term Relationships
Disciplined, collaborative, and deeply invested in the families we serve.
Meet Kelly
Kelly brings a big-picture approach to financial planning grounded in experience, clarity, and real-world decision-making. She co-founded LynnLeigh & Company with Becky to help families connect the dots across their financial lives and move forward with confidence—without unnecessary complexity or noise.
Her work focuses on thoughtful coordination, long-term thinking, and helping clients make informed decisions as life evolves.
Managing Partner
Meet Becky
Meet Perla
Client Service Associate
Perla brings more than a decade of experience in wealth management to her role at LynnLeigh & Company, working closely with clients on the day-to-day details that keep their financial picture running smoothly. She's the direct point of contact for account needs, questions, and anything that comes up between planning conversations.
Perla's career has been built around getting the details right — account management, onboarding, and coordination across major custodians — and she brings that same attentiveness to every client relationship she's part of at LynnLeigh.
Becky co-founded LynnLeigh & Company with Kelly to build a firm grounded in thoughtful planning, strong governance, and long-term decision-making. She brings a disciplined, detail-oriented perspective to the planning process, helping ensure strategies are implemented with care, consistency, and follow-through.
Her work reflects a deep respect for fiduciary responsibility and the importance of structure behind every recommendation. Becky plays a key role in maintaining the operational integrity of the firm, supporting both clients and the planning team as LynnLeigh partners with families over time.
Chief Compliance Officer
