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Leah Detwiler, CFP®, CRPC™

Wealth Advisor, Director

Cleveland, OH

Designations

Work Experience

Director within MAI’s High-Net-Worth Group working primarily with corporate executives
Reviews her clients’ needs and goals in the areas of financial planning, estate planning, and insurance
Works with members of the investment, tax, insurance, and bill paying departments to ensure that her clients’ needs are met with personalized plans and keeps them informed of any changes in the tax and estate laws

Life Outside of MAI

Member of the Loyola Society, which supports the mission of Saint Ignatius through volunteer opportunities, fundraising support, spiritual enrichment, and social gatherings

Education