Leo Lavezza, CFP®
Role at The Consulate:
I would describe my role at The Consulate as having a hand in every cookie jar. First and foremost, I participate in plan reviews, Financial Physicals®, and many other client meetings. During tax season, I lead the administrative support team, which includes overseeing our intern program, to ensure that tax season runs smoothly for advisors and clients. Moreover, I help with back office functions to help meet the needs of clients and advisors alike.
I graduated with a bachelor’s degree from Towson University where I majored in business administration with a concentration in financial planning and minored in accounting. In May 2023, I became a Certified Financial Planner™.
Most Meaningful Part of My Job:
Many times, a client’s financial situation is like a puzzle. There are a lot of pieces in the box, but they may not seem connected. Playing a role in helping clients connect the pieces of their financial puzzle to create a seamless and understandable end product is the most rewarding part of my job.
Outside the Office:
Since I began working at my father’s home improvement business at age 13, I have enjoyed building new things from the ground up or doing large remodeling projects. Some of the most exciting projects I have worked on include building decks, remodeling bathrooms, and building a table from an old whiskey barrel and reclaimed barn siding. I have felt most excited tearing something down and then building it again from the ground up.