Leah Detwiler, CFP®, CRPC™

Wealth Advisor, Director

Cleveland, OH

LET’S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning Counselor SM designation
  • Completed the Accredited Tax Preparer Program

 

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

  • College for Financial Planning

We look forward to learning about your financial goals.

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