MEET OUR TEAM
At Leux Financial, we are more than just a team of financial professionals; we are your dedicated partners in navigating the intricate world of finance. We understand that the financial landscape can often feel daunting and overwhelming, which is why our mission is rooted in providing personalized service tailored to your unique needs.
We believe that true financial success is a journey built over time, not a destination reached overnight. Our commitment lies in fostering long-lasting relationships with our clients, offering proactive support through life’s transitions, and crafting a customized blueprint for your financial future that aligns seamlessly with your individual goals.
Staying at the forefront of the industry is essential to us. We leverage the latest technologies and innovative strategies to empower our clients in achieving their objectives. Our collaborative team approach allows us to draw from the diverse backgrounds, expertise, and experiences of our professionals, ensuring you receive a comprehensive perspective on your financial situation.
Recognizing that there is no one-size-fits-all solution to financial planning, we take the time to truly understand you and your aspirations. This enables us to develop a personalized strategy designed specifically to help you reach your goals. From initial planning through execution and ongoing support, we are with you every step of the way.
At Leux Financial, our mission is clear: to empower you to take charge of your financial future so that you can savor life today while confidently planning for tomorrow. We look forward to partnering with you on this rewarding journey.
David Doehring
Founder and CEO, RICP®, CEPA®
Mr. Doehring is the founder and CEO of the company, and has been a seasoned financial advisor since 2016, brings a wealth of expertise and a passion for helping clients optimize their financial strategies. As a Retirement Income Certified Professional, his tailored approach ensures that each client’s unique needs are met with precision and care. David is also a Certified Exit Planning Advisor that helps business owners unlock the wealth that is often trapped inside their businesses.
Kaitlyn Cracknell
Executive Assistant
As a seasoned Executive Assistant and Contracting Specialist, Kaitlyn brings a unique blend of expertise in administrative support and contract management to the financial realm. With a keen eye for detail and a commitment to efficiency, she empowers our financial professionals to maximize their productivity and achieve their strategic objectives. She has a strong passion for organization, and ensures prompt delivery and execution of high priority tasks
Chris George
Roth Conversion Specialist
Chris, our Roth Conversion Specialist, brings many years of experience in retirement planning and income maximization to the table. With a proven track record of helping clients navigate the complexities of Roth conversions, Chris is dedicated to optimizing retirement strategies and maximizing tax efficiency for individuals and families.
Will Cutler
Financial Professional
Will Cutler is a dedicated financial professional passionate about guiding clients through their financial journeys. With extensive experience in personalized planning and wealth management, he crafts tailored strategies that align with each client’s unique goals. Will believes in building strong, long-term relationships and provides proactive support as life evolves. Committed to staying current with industry trends, he empowers clients to make informed decisions for a secure financial future, ensuring they achieve their financial aspirations with confidence and clarity.
Tracy Roccanello
Financial Professional
Tracy, one of our Retirement Income Specialists, is dedicated to helping clients secure their financial futures in retirement. She combines expertise with a personalized approach, ensuring that each client receives tailored strategies to meet their unique needs. Her passion for financial education drives her to provide clear, actionable advice, helping clients navigate the complexities of retirement planning with confidence.
Austin Emery
Financial Professional
Austin Emery is a dedicated financial professional passionate about helping clients achieve their financial goals. With expertise in investment strategies and retirement planning, he takes a personalized approach to ensure tailored advice for each client. Committed to education and empowerment, Austin helps clients understand their options and make informed decisions. He fosters lasting relationships, providing ongoing support as clients navigate life's changes. Trust Austin to be your partner in building a secure financial future.
Jeremy Geronimo
Financial Professional
Jeremy Geronimo specializes in rollover and asset protection strategies. With extensive experience in financial planning and wealth management, he crafts tailored solutions to safeguard clients' assets and promote growth. Passionate about guiding clients through their financial journeys, Jeremy builds strong relationships and provides proactive support. His expertise empowers clients to make informed decisions and confidently achieve their financial goals.
Gracious Hodges
Financial Professional
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Ann Hensle
Financial Professional
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PLAN FOR TOMORROW
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.