About the McLeod Team
We take a holistic and personalized approach in guiding families through their financial milestones. With a background in economics, business administration, and taxation, combined with decades of experience in financial services, we bring a comprehensive understanding of wealth accumulation, retirement planning, and estate management. What sets us apart is not just our knowledge but our commitment to building long-term relationships with our clients, understanding their unique needs and aspirations, and tailoring our strategies accordingly—all while offering a personal touch.
Advisory Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.