LeConte professionals work as a team of experts to ensure that all aspects our client's wealth management needs are addressed. From income tax strategies, charitable giving, financial planning to the most complex wealth management needs, our team has decades of experience solving real world problems for clients.
36 Year industry veteran and co-founder of LeConte. Extensive expertise in all fixed income investment instruments with an emphasis on individual municipal bonds. Oversees portfolio construction, model management and securities trading.
25 Year industry veteran and co-founder of LeConte. Curates charitable giving and estate planning strategies for firm's clients. Oversees compliance, as well as creates clarity, purpose, and roadmaps for client's financial goals and dreams.
Partner, Certified Public Accountant (CPA)Jon Dockery
25 Year industry veteran and Partner of LeConte. Extensive expertise in accounting and tax preparation. Specializes in tax preparation for individuals and all other entity types. Implements tax strategy and tax planning into Purpose Built process.