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.

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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

More About Kelly
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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.

More About Becky
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Meet Chazz

Operations Manager

Chazz serves as Operations Manager at LynnLeigh & Company, supporting the firm’s planning and client experience through careful coordination, organization, and follow-through. She works closely with the advisory team to ensure that strategies are implemented smoothly and that day-to-day operations reflect the firm’s high standards.

Her attention to detail and commitment to consistency play a key role in maintaining the structure and reliability that allow the firm to serve families with clarity and confidence.

More About Chazz