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
Chief Compliance Officer
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.
