Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Leonardo Gelain, AAMS,
CEO / FOUNDER

For over 22 years Leonardo has helped over 100 clients navigate through the complexity of financial planning, insurance, retirement planning, education funding & all other aspects of wealth management.

Sandy Sakala​,
Operations Specialist

My name is Sandy Sakala and I have been in the Financial Services industry since 1999. My career started in Accounting & Bookkeeping so for me, Financial Services was a logical leap when it came time to make a change.

Michele Gelain,
COO

Michele Gelain is a seasoned Financial Services Professional with an extensive and diverse background spanning over 23 years acquiring licenses in investments, insurance, and mortgages.

Leonardo has been in the financial services industry for over 22 years. During these years, he has helped hundreds of clients navigate through the complexity of financial planning, insurance, retirement planning, education funding and all other aspects of wealth management.

During volatile times as these, experience matters, having had to experience and guide clients through multiple down markets over the last 2 decades, Leonardo has the know-how to navigate these rough waters with tranquility, helping his clients work toward reaching their goals and dreams without fear and stress.

Leonardo spent over 10 years traveling the world as a stage tech with multiple show productions, visiting over 50 countries and hundreds of cities worldwide, which provided him with the ability to deal with multiple people, their culture and languages. Leonardo was born in Rio de Janeiro, Brazil and is fluent in 5 languages. During his travels he met his wife Michele of 25 years, in Buenos Aires Argentina. Michele, a professional ice skater then, was born in St. Louis, MO. Today Michele is a successful loan officer. The couple has 2 daughters and a puppy.

My name is Sandy Sakala and I have been in the Financial Services industry since 1999. My career started in Accounting & Bookkeeping so for me, Financial Services was a logical leap when it came time to make a change. Formerly Series 7 – General Securities Registered, Series 24 – General Principal Registered and Series 66 – State Law Registered, I have supported many financial service representatives over the years. My husband Richard and I have lived in the Foothills of the Appalachian Mountains in Hedgesville, WV with our two dogs since 2019. Prior to moving to West Virginia, we spent our early years in the DC Metropolitan suburbs raising our two daughters surrounded by family.

Michele Gelain is a seasoned Financial Services Professional with an extensive and diverse background spanning over 23 years. Throughout her illustrious career, Michele has acquired licenses in investments, insurance, and mortgages, showcasing her commitment to providing comprehensive financial solutions to her clients.

Currently holding active Mortgage licenses in both Missouri and Texas, Michele brings a wealth of expertise to her clients in these regions. Her proficiency in navigating the intricate landscape of mortgages reflects her dedication to staying abreast of industry trends and regulatory changes.

Michele’s professional journey includes the successful management and oversight of a five-star compliance office in the financial services sector. Her leadership has been marked by a meticulous commitment to regulatory adherence, ensuring that her team operates with the highest standards of integrity and compliance.

Beyond her professional accomplishments, Michele takes pride in her role as a devoted mother of two girls and a loving wife of 25 years. Residing just outside of St. Louis, Missouri, Michele finds joy in spending quality time with her family, creating cherished memories. She is also an avid enthusiast of family activities, often seen playing with their beloved family dog, Buddy.

Michele Gelain’s multifaceted career, commitment to compliance excellence, and dedication to her family exemplify her as a Financial Services Professional with a holistic approach to both her professional and personal life.