Leon LaBrecque, JD, CPA, CFP®, CFA Managing Partner & CEO
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.
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.
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 Senior 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, CAIA, CIMA®, AIF® 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, and obtained the Accredited Investment Fiduciary (AIF®) designation in December 2014. James also holds FINRA series 7, 63 and 65 licenses.
Kathy Elliott Financial Advisor
Kathy joined the LJPR team in November 2013. She has a Bachelors in Business Administration and over 9 years of experience in the Financial Services industry. Kathy’s entrepreneurial experience as a Strategic Consultant along with her experience in the finance industry at Charles Schwab, Comerica and New England Financial have given her a real-life perspective. Kathy helps clients create a successful wealth strategy to overcome their uncertainty using a personalized approach.
John K. Bleyaert Financial Advisor
John K. Bleyaert, CFA graduated from the University of Michigan in 1981. He received his CFA designation in 1987. John has been working in the investment industry since 1983, working at both banks and Registered Investment Advisor firms. John joined LJPR in January 2015 as a Financial Advisor at our Flint office.
Glenn Wicka Financial Advisor
Glenn started his financial services career in 1996 as a stock broker at OLDE Discount. Since then, Glenn has worked advising both individuals and institutions in both the banks and investment management firms. Glenn also worked for Multi Bank Securities, where he gained experience working with clients in investment management and financial planning, as well as working with institutional clients managing their fixed income portfolios. Glenn joined LJPR as an advisor in 2014. Glenn studied finance at the Ohio State University and has a Bachelor of Arts in Business Administration.
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.
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.
Carin Schaffer Client Service Specialist
Carin joined the LJPR team in October 2014 as a Client Service Specialist. She assists the clients and advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs and database management as well as assisting the Marketing Department in Public Relations. She studied Business Administration at Macomb Community College and Oakland University and possesses business acumen including the knowledge and understanding of the financial, accounting, marketing and operational functions of an organization.
Mike Joslyn Support Advisor
Mike has been serving in financial services in a number of capacities since 2011 after retiring from a career as a Police Officer and Firefighter. Having served, Mike is passionate in encouraging and assisting others who are serving to have all of their pre- and post-retirement affairs in order. Mike recognizes the unique options available to municipal employees, and has experience working with the many different pension and retirement plans available to Police Officers and Firefighters. Mike is a great resource and member of our Guns & Hoses Team dedicated to serving and protecting the assets of those who serve and protect us.
Joy Wei Zhou Accountant
Joy graduated from Suffolk University in Boston with a Master of Science in Accounting. Joy started her career in corporate accounting. Joy is working in tax office, concentrating on tax planning and return preparation. Joy is fluent in both Mandarin and English. Currently, she is working on her Master of Taxation degree with Walsh College.
Richelle Durkin Research Analyst & Trader
Richelle joined the LJPR team as a Research Analyst and Trader in the fall of 2014. She has a Bachelor’s degree in Finance from Walsh College. Richelle began her career in 2009 with Telemus Capital where she gained valuable skills in mutual fund, equity and closed-end fund trading as well as experience in research analysis and operations.
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.