Leonard is a native of the Spencer, Iowa area and graduated from Terril Community School in 1973. He started his career in insurance and investments on Oct. 1, 1987 working 7 years with AAL and then 22 years with Investment Centers of America, Inc. He merged his practice with Prairie Plans Asset Management in April 2017 to become part of a growing team of advisors serving NW Iowa and southern Minnesota. He holds his Series 63, 65 and 7 securities licenses through LPL Financial as well as his life and health insurance licenses.
Leonard’s life experiences and farm background allow him to be a valued advisor in the Spencer community. Clients become part of our family. Building trust with them and making sure we understand their needs before offering strategies are what is important to us. Looking over their entire situation, including income tax and estate planning as well as investment management, are part of our normal process.
Leonard and his wife, Marlena, have three married children and six grandchildren. When he is not in the office, Leonard loves to garden and fish, especially with the grandchildren. He and Marlena are members of First English Lutheran Church and can be found volunteering there and at Iowa Great Lakes Lutheran School.