Meet Our Team

Leicht Financial Planning and Wealth Management advisors and client service associates are well-versed in all aspects of wealth planning for individuals, families and business owners. Many have met the stringent requirements necessary to acquire advanced education degrees and industry designations, including:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®

​At Leicht Financial Planning and Wealth Management, we: 

  • Hold ourselves to a high standard of professional conduct
  • Serve as your financial steward
  • Act in your best interests at all times

Andrew J. Leicht, CFP®, ChFC®

Founder and Wealth Advisor

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Andrew Leicht is a CERTIFIED FINANCIAL PLANNERTM professional and the founder of Leicht Financial Planning and Wealth Management. He brings more than 19 years of experience to individuals, families and business owners seeking a personalized approach to pursuing or maintaining financial independence that places client interests first.

In 2014, Andrew chose to partner with LPL Financial to provide his clients with a broader range of technology and services, and access to a full universe of non-proprietary financial and investment strategies.

He established his financial planning practice while affiliated with Ameriprise Financial in 1997.

He earned both his CFP® certification and ChFC® designation from The American College, and a B.S. in accounting from the University of South Carolina.

He enjoys spending quality time with family and friends believes that is an important aspect of maintaining balance in life. He also likes reading, physical fitness activities, and travel. Over the years he has traveled broadly within the U.S. and Europe, and has enjoyed trips to Iceland, Costa Rica, and Munich, Germany during Oktoberfest. He hiked the Inca Trail to Machu Picchu, Peru and hiked to the summit of California’s Mount Whitney, the tallest mountain in the lower 48 states.  

Areas of Focus:

  • Financial planning
  • Retirement planning strategies
  • Domestic partner planning
  • Education planning
  • Charitable giving
  • Small business planning
  • Estate planning strategies
  • Employee stock options

 

Bobbie Siemers, CFP®

Planning Associate

Bobbie Siemers is a CERTIFIED FINANCIAL PLANNER™ professional and with Leicht Financial Planning and Wealth Management.
 
She supports the firm’s clients and advisors in all phases of the financial planning process from data gathering and analysis to plan preparation, presentation and annual strategy review sessions. With more than a decade of experience in the financial services industry, and more than eight years as a financial planner, she is adept in financial market research, technical analysis and all aspects of client servicing. Our clients appreciate Bobbie’s responsive service and knowledgeable guidance throughout the planning process.
 
She holds her Series 7 and 66 licenses with LPL Financial and her state Life and Health Insurance licenses. She earned her B.S. in Business Economics with a concentration in Financial Management from SUNY Cortland.
 
Bobbie and her husband Mark live in Milford, Pennsylvania with their young son. As the mother of a busy toddler, Bobbie enjoys time spent with her family and their two Pugs. She also likes the occasional dinner out, as well as reading, traveling, wine tastings with friends, and watching baseball and football. 

 

Elise Leonard

Planning Associate

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As a Planning Associate,  she supports the firm’s clients and advisor in all phases of the financial planning process from data gathering and analysis to plan preparation, presentation and annual strategy review sessions. Our clients appreciate Elise's responsive service, attention to detail and ability to get the job done.

Elise graduated from Lafayette College in Easton, PA, with a Bachelors of Science degree in Metallurgical Engineering.  She worked in the aerospace engineering field for 16 years, and then spent the past 10 years raising her two children.  In September 2015, she started a new phase of her career working at Leicht Financial Planning and Wealth Management as a Client Services Associate, and she is now excited to be a Planning Assistant working more closely with our clients.

Her husband Eric and she live in Randolph, New Jersey with their daughter, son, and two cats.  She enjoys traveling, outdoor activities in the warm weather, reading, and spending time with family and friends.

 

 

Joan Gill, MBA

Planning Associate

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As a Planning Associate, Joan supports the firm's clients and advisor in all phases of the financial planning process from data gathering and analysis to plan preparation, presentation and annual strategy review sessions.

Joan has earned a B.A. in Economics from Rutgers College and an MBA in Finance from Fordham's Gabelli School of Business.  For ten years she worked as an equity analyst with several Wall Street investment firms before taking time off to raise her children.  Recently, Joan has completed the Financial Planning Certificate Program at Farleigh Dickinson University and passed the CFP® Certification Examination.

Joan lives in Bergen County with her family.  In her free time she enjoys running, yoga, tennis, reading and spending time with family and friends. 

 

 

Judi Morreale

Office Manager

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As an Office Manager, Judi supports the firm's clients by handling all front desk duties, client relations by phone and in person as well as scheduling client meetings and conference calls and any other client issues which may arise. She is the support staff to the office and is available to do any task necessary. Our client's appreciate Judi's responsive service, attention to detail and ability to get the job done.

Judi lives in Montville,New Jersey with her daughter, son and dog, Jeter.  She enjoys exercising, especially yoga, watching high school basketball and spending time with family and friends.

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. 
Investment advice offered through Leicht Financial Planning & Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
NY, NJ, PA, IL, NH, MA,  MD, VA, NC, SC, FL, TX, NV, CA, KS

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