Our Story


After decades in corporate America honing a wide range of financial and legal skills, we all longed to feel a deeper connection to our work. New Leaf was formed to a create a community around education and empowerment for those facing life change.

About Us

Every Transition is Personal. Let us help.

Life's transitions can unsettle our foundation at the time we most need to make meaningful financial choices. We ensure you fully understand your financial position so that you have the knowledge and confidence to make informed decisions. We will work with you to craft sustainable and long-term financial strategies based on your needs.

We have a unique perspective drawn from years in financial services, investment banking and real estate. Our approach is technically strong. It is complemented by compassion and an understanding of your situation. We consider ourselves your advocates and we take our role, supporting you during this time of change, very seriously.

We recognize that clients often play different roles when it comes to finances. Each of our clients comes from a different perspective, but all of our clients have the same goal: to gain knowledge and subsequently, power, over their finances, leading to greater well-being. We achieve that through a fine balance between education and guidance.