Leanne M. Waid

Registered Financial Planning Coordinator

Leanne has been a dedicated employee of Principled Wealth Advisors for 20 years. She has worked alongside Kathy every step of the way, earning her FINRA Series 63 and 7 registrations. Leanne is involved with every level of client communication and is a tremendous asset to our firm for her ability to have a positive attitude under pressure, all while providing outstanding client service.

How do you define success? Success has nothing to do with money or power.  It’s about having the love and respect of your family and friends.

What is your favorite childhood memory? My grandpa would get me off the school bus in the afternoon once in a while. He would put me on his shoulders and carry me back to their house for an afternoon of fun!

What do you consider your greatest achievement? Although this was definitely not my achievement alone, I’d have to say my 35-year marriage and raising two wonderful children.