Bobbie Siemers, CFP®
Client Services Assistant
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 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 former financial planner, she is adept in financial market research, technical analysis and all aspects of client servicing. Our advisors 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 and daughter. As the mother of two little kids, 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.