The Leshnak Wealth Team
CLU®, CHFC®, CFP®, MPAS®, EA
Financial Consultant and Wealth Manager
Bob founded Leshnak Financial Group, LLC in 1997 after nine years with John Hancock Financial Services. With more than 35 years of financial industry experience under his belt, Mr. Leshnak and his team now service well over 600 clients throughout the United States.
Office Manager
Darla Higgins joined Leshnak Financial Group, LLC in 2017. She is responsible for scheduling, preparing for client meetings and the day to day operation of the office.
CPA
Tax Manager, Leshnak Tax Preparation, LLC
Joyce Nocton joined Leshnak Financial Group, LLC in 2013. She is responsible for preparing tax returns, as well as assisting individuals and small businesses with their accounting needs year-round.
CPA, MBA
Chief Financial Officer, Leshnak Financial Group, LLC
Not affiliated with Osaic Wealth, Inc.
Nancy Nix joined Leshnak Financial Group, LLC in 2014. Although Nancy’s primary occupation is that of Butler County Auditor, Nancy is responsible for financial accounting, and reporting.
Investment Advisor Representative with Southland Equity Partners, not affiliated with Osaic Wealth, Inc.
T. David (“Dave”) Ebner, Jr. partnered with Bob Leshnak in 1988 while working for John Hancock Financial Services. He and Bob started Leshnak Financial Group together in 1997.
Investment Advisor Representative
Tracy Jones has navigated a remarkable journey from the baseball diamond playing for the Cincinnati Reds to the realm of financial advisory, bringing with him a wealth of experience and a deep commitment to his clients' success.
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.
​
Leshnak Wealth, 7182 Liberty Centre Drive Unit I, West Chester, OH 45069, United States
(513) 779-3777
​
​
Leshnak Wealth is a marketing designation. Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Additional advisory services offered through Southland Equity Partners, LLC, a registered investment advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through Leshnak Financial Group, LLC. Tax Preparation offered through Leshnak Tax Preparation, LLC.
​
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.