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
973-599-0401
Andrew Leicht is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Leicht Financial Planning and Wealth Management. He brings more than 21 years of experience to individuals, families and business owners seeking a...
Bobbie Siemers, CFP®
Client Services Assistant
973-599-0401
Bobbie Siemers is a CERTIFIED FINANCIAL PLANNER™ professional and 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...
Elise Leonard
Client Services Assistant
973-599-0401
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...
Joan Gill, MBA, CFP®
Client Services Assistant
973-599-0401
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...
Judi Morreale
Office Manager
973-599-0401
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....