About Us
Delivering leading edge advice focused on helping clients.
We deliver leading edge advice focused on helping clients arrive at their personal financial destination.
Leading Edge Financial Planning is a fee-only, fiduciary advisory firm focused on helping clients achieve their long-term financial goals. We believe the best way to do so is by fostering authentic relationships built on a foundation of trust.
We take the time to get to know you, your current situation, your hopes and dreams for the future, and any challenges you may face on your journey toward financial freedom. We use this knowledge to build a customized financial plan specifically designed to help you achieve your ideal lifestyle, both while you’re working and during retirement.
Our team includes experienced professionals dedicated to helping you achieve your version of success, including commercial pilots, a CERTIFIED FINANCIAL PLANNER™ (CFP®), CFA, CPA, EA credential holders.
Put simply, we serve as your partner in achieving your version of financial success.
Meet The Team
Principal, CEO, Senior Financial Planner
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Principal, CFO, Senior Financial Planner
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COO
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Lisa Rosenthal is the dynamic force propelling our business operations forward in her role as Chief Operating Officer. She plays a pivotal role in maintaining our organizational compass and delivers comprehensive business support to Leading Edge Financial Planning.
With a Bachelor’s Degree in Business Management and Marketing from the University of Colorado (Go Buffs!), Lisa brings a wealth of experience to her position. Before joining Leading Edge, she honed her skills through diverse professional experiences, serving as a seasoned human resources generalist, a strategic marketing associate, and a proficient project manager. Lisa possesses an uncanny knack for organization and a genuine love for all things data-related, particularly spreadsheets – yes, you read that right!
Originally from Colorado, Lisa’s life journey has been punctuated by her husband’s career as a Marine Corps pilot. Now that he’s retired and working in the airline industry, they’ve decided to call the picturesque state of Wisconsin their home. Alongside their children, their family includes two dogs (a ball-centric Labrador and a quirky Anatolian Shepherd), along with her office companion, Panzer the cat.
Beyond her professional endeavors, Lisa enjoys traveling, hiking, skiing, gardening, and supporting her children in their various activities. Her unwavering dedication to both her professional and personal life exemplifies her commitment to excellence. As Chief Operating Officer, Lisa plays a crucial role in ensuring the seamless operation of Leading Edge Financial Planning’s services and supports our clients’ financial well-being.
Financial Planner, CIO
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Originally from Akron, Ohio, Andy earned his Bachelor of Science in Political Science from the United States Naval Academy. He then entered flight school and served for ten years on active duty as an officer and F/A-18 Super Hornet pilot. Andy continues to serve in the Navy Reserves.
He earned his Master of Science in Finance from Georgetown University’s McDonough School of Business and holds the designation of a CFA® charterholder. After leaving the Navy, Andy transitioned into private wealth management and consulting, partnering with clients, and learning the craft of financial planning.
As a Lead Planner at Leading Edge, Andy’s primary interest is the intersection of the science of finance and his client’s personal financial well-being and unique planning needs. He recognizes that everyone’s financial outlook and situation is different. With that perspective, he loves diving into the details to develop customized planning solutions.
Andy also has a passion for teaching and is an Executive in Residence at Georgetown University’s MS in Finance (MSF) program where he advises and mentors MSF students. Additionally, he is a part-time F-35 contract simulator instructor pilot at Marine Corps Air Station Miramar, teaching newly “winged” Naval Aviators.
Andy currently lives in San Diego, CA with his wife, Brittany, and young son. As a Northeast Ohio sport fan, he is perennially disappointed in his team’s season.
Director of Client Services
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Originally from the suburbs of Chicago, Illinois, Betsy earned her Bachelor of Science in Exercise Science and Master of Science in Kinesiology from the University of Tennessee, Knoxville. Betsy obtained an athletic scholarship competing on the Women’s Division I Intercollegiate Swim Team.
Prior to her recent career change, Betsy worked 15 years in healthcare. Betsy collaborated with physicians, pharmacists, nurse practitioners, and physician assistants to decrease risk of adverse outcomes. Betsy has been a client with Leading Edge Financial Planning since 2015 and is very excited to join the team. Betsy is now focused on improving client lives as a Paraplanner.
When she is not studying to become a financial planner and IRS Enrolled Agent, you can find her with family and friends – wake surfing, hiking, and of course laughing. She is blessed to have a family that values family, hard work, and charitable giving.
Associate Financial Planner
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Born and raised in Owensboro, Kentucky, Nolan earned his Bachelor of Science degree in Finance, with a Personal Financial Planning Concentration from Western Kentucky University (CERTIFIED FINANCIAL PLANNER® Board Registered Program). Prior to joining Leading Edge, Nolan has worked with two other firms in the Financial Services Industry since his sophomore year of college.
In addition to Leading Edge Financial Planning, Nolan has served as President of The Financial Planning Association (FPA), volunteer for Junior Achievement, and is an active member at his local Church.
Nolan lives in Owensboro, KY with his wife, Clare, and their young son. Nolan enjoys spending quality time with his family, going on hikes, walks, and any other activities that allow him to enjoy the outdoors with others.
Director of Tax Services
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Nidhi previously worked as a master tax advisor with H&R Block/Block Advisors for 10 years and is an Enrolled Agent (EA). Nidhi holds a Bachelor’s degree from Osmania University, India and specialized in accounting. She has also specialized in US income tax. She enjoys working with clients to get the most from their taxes and reach their financial goals.
Nidhi volunteers every Friday evening in community related events and loves to travel. She has visited 12 national parks and looks forward to going to many more. She lives in Princeton, NJ with her husband, teen son and their Labrador dog.
Paraplanner
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Originally from Lancaster, Pennsylvania, Jon earned his Bachelor of Science degree in Aeronautics from Liberty University. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Before joining Leading Edge Financial Planning, Jon spent five years in the aviation industry, beginning his career in aerial survey work, collaborating with NASA and other notable organizations. He later transitioned to flying private jets, where he focused on delivering exceptional client experiences. While serving as a Captain at Flexjet, Jon developed medical issues that led him to pursue a career in financial planning, where he brings the same dedication and attention to detail that defined his aviation career.
Jon lives in Raleigh, North Carolina, where he enjoys spending time with his family, exploring his passion for board games, 3D printing, and connecting with friends. He also values charitable giving and actively seeks opportunities to give back through volunteer work.
Financial Planner
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Mark is a dynamic and versatile financial planner with eighteen years of professional experience in aviation and finance. A former Marine Corps fighter pilot (retired Major) and current American Airlines pilot; Mark has joined Leading Edge Financial Planning to help others discover what is possible in their lives and create a pathway to reach what is most important to them.
After growing up in South Florida, Mark studied Mechanical Engineering at Georgia Tech and then joined the Marine Corps. He flew the F/A-18 Hornet on active duty and then the C-12 King Air in the reserves, while also serving as an Aviation Safety Officer for multiple commands. After active duty service, he earned his Master in Business Administration at the University of California, San Diego. While working on his MBA, Mark discovered opportunities to improve outcomes and reduce risk in the Healthcare industry. He worked in consulting and then marketing for multiple spine surgery medical device companies. Using risk management and safety concepts from aviation, he collaborated with surgeons to create new products and procedures to reduce medical errors during surgery and improve patient outcomes. Mark is now focused on improving lives as an Investment Advisor Representative.
He lives in South Lake Tahoe, CA with his wife Adriana raising one young daughter. When not helping clients or studying to become a CERTIFIED FINANCIAL PLANNER™, you can find Mark outdoors with his family, skiing, snowboarding and mountain biking in the Sierra Nevada mountains.
Client Service & Marketing Associate
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Coming soon!
Our Core Values
At Leading Edge Financial Planning, we believe in a better approach to objective financial advice. Using a fee-only, no-commission business model focused specifically on meeting your goals, we provide unbiased fiduciary advice that is at all times in your best interest.
Authenticity
We bring our whole selves, act with integrity, and let our genuine care show in every client interaction.
Service
We put others first, serving teammates and clients alike with humility and a servant’s heart.
Humility
We recognize our strengths and limitations, always seeking to learn so we can better support each other and those we serve.
Abundance
We choose optimism and gratitude, sharing generously with our clients and one another.
Excellence
We hold ourselves to the highest standards in every detail, striving for expertise so clients receive our very best.
