Diana Nieto

Diana Nieto is a Junior Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Diana is responsible for ensuring the management of the front office and providing support to advisors and the operations team. Prior to Leo Wealth, Diana worked as an Escrow Assistant, where she performed administrative tasks relating […]

Gena Lohoefer

Gena Lohoefer is Office Administrator at Leo Wealth, an independent global wealth advisor. Based in Wichita Falls, Gena is responsible for client onboarding, assisting with client accounts, coordinating clients with advisers, and facilitating all manner of client service. She specializes in assisting clients and addressing their unique needs. With years of valuable back-office experience, she […]

Taylor Schaufel

Taylor Schaufel is a Junior Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor is responsible facilitating US related services for clients residing in Asia. He specializes in client communication and account data and service management. Taylor brings value to the company by acting as a bridge between both […]

Kelsey Lopez

Kelsey Lopez is Associate Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Kelsey is responsible for leading and administering the wealth management technology platform. Prior to Leo Wealth, Kelsey worked in secondary and post-secondary education as a teacher, professor, athletics coach, and curriculum/program writer. Kelsey holds a […]

Taylor Jester, AAMS®

Taylor Jester is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor provides exemplary administrative support for senior advisors and their clients with onboarding, updating client details, and maintaining client files and records. She specializes in client-focused care and enjoys making life easier for clients while building […]

Tori Robertson

Tori Robertson is a Senior Accounting Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas/Fort Worth. Tori is responsible for the daily back-office operations which includes accounting duties, vendor management, and assists in licensing and registration. She supports the Financial Principal by assisting with the firm’s books and records. Prior to Leo […]

Charles McKenzie, CFP®

Charles McKenzie is a Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas, Charles is responsible for working with clients to build comprehensive financial plans and serves on the investment committee, helping build and trade portfolios for clients. Charles earned a degree in Personal Financial Planning at Texas Tech University. […]

William D. Schultz

Bill Schultz is Managing Director of Leo Wealth. Bill provides comprehensive financial planning, which includes defining financial goals, risk management, and portfolio management. Bill’s principal focus is high-quality client service and fiduciary relationships. Securing a BBA in Finance and Economics from Hankamer School of Business at Baylor University, Bill started his career in 1991 with […]

Ray Pinson, CFP®, CPA

Ray Pinson is a Financial Advisor at Leo Wealth, an independent global wealth advisor. Based in Hurst, Texas, Ray specializes in comprehensive financial planning, portfolio construction, investment management, retirement and general advisory services for his clients. After starting his career in public accounting at KPMG, Ray spent 21 years in a family wealth management setting […]

Stephen Tally

Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas/ Fort Worth. Stephen is responsible for the firm’s ongoing operations and procedures as well as overseeing US compliance. He also specializes in wealth management and financial planning for individuals and small businesses. Prior to […]

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