Broker Check

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

973-599-0400

973-599-0401

andrew@leichtwealth.com

Andrew Leicht is a seasoned financial planner and trusted advisor who has been guiding clients toward financial clarity and confidence since 1997. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®),...
Read more

Bobbie Siemers, CFP®

Client Services Assistant

973-599-0400

973-599-0401

bobbie@leichtwealth.com

Bobbie Siemers is a CERTIFIED FINANCIAL PLANNER™ professional with Leicht Financial Planning and Wealth Management. She supports the firm’s advisors in all phases of the financial planning process—from data gathering and analysis to...
Read more

Elise Leonard

Client Services Assistant

973-599-0400

973-599-0401

elise@leichtwealth.com

Elise Leonard is a Client Services Associate at Leicht Financial Planning and Wealth Management, where she provides attentive, personalized support to clients and helps ensure a smooth experience throughout their financial journey. She...

Read more

Joan Gill, MBA, CFP®

Client Services Assistant

973-599-0400

973-599-0401

Joan@leichtwealth.com

Joan Gill is a CERTIFIED FINANCIAL PLANNER™ professional at Leicht Financial Planning and Wealth Management, where she brings a wealth of experience and insight to helping clients navigate their financial futures. She holds a...

Read more

Judi Morreale

Office Manager

973-599-0400

973-599-0401

judi@leichtwealth.com

As Office Manager at Leicht Financial Planning and Wealth Management, Judi Morreale plays a vital role in ensuring smooth day-to-day operations and exceptional client service. She manages front desk responsibilities, coordinates client...
Read more