Leon LaBrecque, JD, CPA, CFP®, CFA Managing Partner
Leon is a practicing attorney, CPA, CFP® and CFA that has specialized in servicing individuals, families, and small businesses in the areas of financial, estate, and tax planning for over 32 years. LaBrecque’s extensive career includes previous work at Arthur Andersen, Plante Moran, and as the Department Chair of Finance and Economics at Walsh College where he created the Master of Science in Finance program. He has also authored several proprietary retirement planning programs for CalPERS, the states of Montana, and Washington, and corporate clients including General Motors, Ford Motor Company, Lucent, and AT&T, among others. LaBrecque’s specialties include investment management for foundations and non-profit organizations, financial planning for automotive employees and retirees, and retirement planning for police officers and firefighters.
Brian Roehl, CFP® Senior Financial Advisor
Brian is a graduate of Michigan State University where he received his Bachelor’s in Accounting. He is also one of the original founders of LJPR, having helped form the company back in 1989. Brian has been in the financial services industry since 1982 when he received his first securities license. He has authored the book “Choices... A Guide to Pre-Retirement Planning” and co-authored several other publications. Brian has conducted seminars for several large multi-national corporations, and has appeared on local TV and radio shows. He is extremely knowledgeable in taxation, investing, and stock options.
Len Nowak, CFP® Financial Advisor
Len is a CERTIFIED FINANCIAL PLANNERTM with over 15 years of experience in the financial services industry. Prior to working in the financial industry he earned his Bachelor of Science from the University of Michigan-Flint and served eight years in the Army Reserves as a Medic. He began his career at Morgan Stanley’s Midwest Division in Chicago as a Financial Advisor and later joined Charles Schwab & Company in 1999. While working at Charles Schwab as an Investment Specialist Len earned his financial planning accreditation through Florida State University. In 2005 he joined LJPR as a Financial Advisor where he uses his wide range of experience to help clients with portfolio management, education planning, estate, tax, and retirement planning.
Matthew Teetor Financial Advisor
With a Bachelor of Arts in accounting and over 9 years of experience with LJPR, LLC, Matthew brings a wealth of information to his clients and colleagues. He specializes in the particular needs of current and retired police officers and firefighters and he co-authored the LJPR publication, “Guns and Hoses: A Retirement Guide for Michigan Police Officers and Firefighters,” which is a comprehensive guide to retirement issues specifically relevant to public safety officers.
Alan Miller, CPA, PFS® Financial Advisor
Alan is a practicing CPA and Personal Financial Specialist with a Bachelor of Arts in Accounting from Michigan State University. His experience includes seven years with Plante & Moran, PLLC prior to co-founding Wilkie & Miller, CPAs, P.C. in Bloomfield Hills in 1991. Alan’s experience includes providing tax and financial services to individuals, small businesses and not-for-profit organizations, including tax planning and return preparation, retirement and investment planning, assurance services and general business consulting.
Michael D. Reed, AIF® Financial Advisor
Mike started his career in 2000 with Seizert Capital Partners working as an equity analyst. He helped analyze companies for the firm’s three strategies as well as their hedge fund. He started at Citizens Bank Wealth Management in 2006 where he was an investment analyst and bond trader. He was responsible for analyzing and building both mutual fund and separate account models for clients. He also helped educate portfolio managers during the department’s change in investment philosophy. He has been with LJPR since 2011. Mike has a BA in economics from the University of Michigan and earned the Accredited Investment Fiduciary (AIF®) designation in 2009. He is currently enrolled in the CFP® curriculum.
Jason Budrick, CFP®, AWMA® Financial Advisor
Jason is a graduate from Michigan State University with a Bachelor of Arts degree in Finance. Jason began his career in 2001 with Fidelity Investments where he gained valuable skills in advising clients on retirement and investment planning goals. Jason has been a Financial Advisor with LJPR since 2011. Jason holds certifications as a CERTIFIED FINANCIAL PLANNERTM and as an Accredited Wealth Management Advisor SM.
James Duronio, CIMA®, CAIA Investment Manager
James started his career in 1989 as a Corporate Trust Analyst at Manufacturers Bank (now Comerica). He also worked as a Trust Officer and Client Services Portfolio Manager for First of America Investment Corporation (now PNC Bank) and managed the investment research team for Plante Moran Financial Advisors. In a more recent position, James was Vice President and Global Investment Specialist in J.P. Morgan’s Private Bank, serving the Michigan market. He has a BS in Economics and a minor in Finance from Oakland University and a MS in Finance with distinction from Walsh College. James obtained his Certified Investment Management Analyst (CIMA®) designation through IMCA and the Wharton School of the University of Pennsylvania in May 1998. He also earned the Chartered Alternative Investment Analyst (CAIA) designation through the Alternative Investment Management Association in October 2009.
Kathy Elliott Financial Advisor
Kathy joined the LJPR team as a Support Advisor in November 2013. Kathy has a Bachelor’s in Business Administration and aspires to obtain the Certified Financial Planner designation. She comes to the team with entrepreneurial experience as a Strategic Consultant combined with years working in the finance industry at Charles Schwab, Comerica, New England Financial and Citizens Bank.
Maria L. Avesian, JD Estate Planning Attorney
Maria earned a Bachelor of Arts in Psychology from the University of Michigan, Ann Arbor and a law degree from the Detroit College of Law. She is a licensed attorney in the State of Michigan and is also a member of the Probate and Estate Planning Section of the Michigan Bar. Maria has been in private practice for over twenty years, primarily focusing on Estate Planning. She enjoys meeting with individuals and families to assist them with developing and implementing an Estate Plan specifically designed to meet their needs and the needs of their beneficiaries. The Estate Plans she develops reflect the client’s personal wishes as well as the goals established by the client and their Financial Advisor.
Anne M. Whipple Operations Manager
Anne works as Operations Manager and Senior Client Service Representative. She has a Mechanical Engineering degree from Oakland University in Rochester Hills, MI and post-graduate studies in Accounting and Finance from Baker College. Anne develops new office processes and procedures, manages the SalesForce database, open new accounts, processes asset transfers, cash requests, cost basis, and RMDs. She also works with the Compliance Department. Her prior experience includes Operations Manager for a fee-only Registered Investment Advisor Firm.
Keri Lesinski Client Service Specialist
Keri works as a Client Service Specialist assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs and database management. She utilizes her 18 years of banking experience as a Private Client Service Associate for JPMorgan’s Wealth Management team as the basis for her work at LJPR.
Lisa Sullivan Graphics and Production, Client Service Specialist
Lisa works as receptionist and as a graphic designer for the firm. She has a Bachelor’s degree in Fine and Performing Arts with a concentration in graphic design from Wayne State University. Her efficiency and effectiveness in managing communications and client relationships are derived from having over 15 years of experience at LJPR.
James Mason Chief Compliance Officer
James is a graduate of Central Michigan University, earning a Bachelor of Science degree in 1996. He has been in the financial services industry, focusing on Compliance, since 2007. He has worked in the compliance departments of small, boutique agencies such as Copper Beech Wealth Management in Bloomfield Hills, and independent broker/dealers, before coming to LJPR in October of 2012.
Dawn Patton Client Service Specialist
Dawn joined the LJPR team in April 2010 as a Client Service Specialist, assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs and database management. Dawn also assists LJPR’s Estate Planning Attorney by preparing deeds. She has a Bachelor of Science in Medical Office Administration and uses her vast experience in customer service to support our staff and provide excellent service to LJPR clients.
Angie Hensley Executive Assistant
Angie supports the executive staff, utilizing her strong organizational and technical skills specializing in client relations. She has been a certified Customer Relations Facilitator as well a certified instructor for Microsoft products. Angie has extensive experience with business and office administration, having founded and grown some of her own companies as well as overseeing office operations since 1985. She is always available to assist clients of LJPR with any questions they may have.
Marketing & PR
George Bundy Business Development Officer
George graduated from Western Michigan University, receiving a Bachelor’s of Business Management degree. He has been involved with the financial services industry since 1980, using a diverse range of experience to work with individual clients, corporations and non-profits in the development and implementation of financial- based programs. At LJPR, providing comprehensive client solutions to today’s complex financial issues is a top goal.