Francesca Leverich

Client Relationship Specialist Manager Email: FOCUS Francesca is involved in nearly every aspect of client relations, such as database entry, processing, mailings, managing calls, personal requests, and setting appointments. CAREER HIGHLIGHTS After graduating with a degree in Biology, Francesca took a position in Orlando, FL, with[...] Continue reading
21 August, 2020

Kerry Kelly

Lead Client Relationship Specialist Email: FOCUS Kerry’s strength lies in her ability to interact with clients. Whether it’s working through problems and concerns or just offering support in times of need, we count on Kerry to provide peace of mind for our clients. CAREER HIGHLIGHTS After a 27-year stint in the insurance industry, Kerry[...] Continue reading
21 August, 2020

Emily Sippel, CFP®

Email: FOCUS As a highly detail-oriented and organized planner by nature, Emily enjoys coordinating with clients to assist them with their daily financial needs and long-term financial planning to achieve their future goals.  Her love of people gives Emily the skills to connect well with clients and continuously build relationships. CAREER[...] Continue reading
21 August, 2020

Theodore M. Bovard

Founding Partner & Managing Director Email: FOCUS Ted focuses on advising clients on portfolio design and financial planning in ways that help them achieve their goals. CAREER HIGHLIGHTS Ted began his career in financial advisory services in 1987 and joined another regional firm in 1988. There he served on the Investment Policy[...] Continue reading
21 August, 2020

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