Hope May
Hope May serves as a Wealth Associate in our Dallas–Fort Worth office. She holds her Series 7 and 63 licenses and brings more than eight years of experience in the financial services industry. Prior to joining Leo Wealth, Hope held positions at TD Ameritrade, Fidelity Investments, and Goldman Sachs, where she developed a strong foundation […]
Stephen Tally
Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas-Fort Worth.
Ray Pinson, CFP®, CPA
Ray Pinson is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Hurst, Texas, Ray specializes in comprehensive financial planning, portfolio construction, investment management, retirement and general advisory services for his clients. After starting his career in public accounting at KPMG, Ray spent 21 years in a family wealth management setting […]
William D. Schultz
Bill Schultz is Managing Director of Leo Wealth. Bill provides comprehensive financial planning, which includes defining financial goals, risk management, and portfolio management. Bill’s principal focus is high-quality client service and fiduciary relationships. Securing a BBA in Finance and Economics from Hankamer School of Business at Baylor University, Bill started his career in 1991 with […]
Charles McKenzie, CFP®
Charles McKenzie is a Director at Leo Wealth, an independent global wealth advisor.
Tori Robertson
Tori Robertson is a Senior Accounting Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas/Fort Worth. Tori is responsible for the daily back-office operations which includes accounting duties, vendor management, and assists in licensing and registration. She supports the Financial Principal by assisting with the firm’s books and records. Prior to Leo […]
Taylor Jester, AAMS®
Based in Dallas-Fort Worth, Taylor provides exemplary administrative support to senior advisors and their clients, including onboarding, updating client details, and maintaining client files and records.
Kelsey Lopez
Kelsey Lopez is a Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Kelsey is responsible for leading and administering the wealth management technology platform. Prior to Leo Wealth, Kelsey worked in secondary and post-secondary education as a teacher, professor, athletics coach, and curriculum/program writer. Kelsey holds a […]
Gena Lohoefer
Gena Lohoefer is Office Administrator at Leo Wealth, an independent global wealth advisor. Based in Wichita Falls, Gena is responsible for client onboarding, assisting with client accounts, coordinating clients with advisers, and facilitating all manner of client service. She specializes in assisting clients and addressing their unique needs. With years of valuable back-office experience, she […]
Diana Nieto
Diana Nieto is an Operations Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Diana is responsible for ensuring the management of the front office and providing support to advisors and the operations team. Prior to Leo Wealth, Diana worked as an Escrow Assistant, where she performed administrative tasks relating […]
