Leah Naish MBA, MPS

Leah has a very diverse background that enables her to build strong relationships with people from all walks of life and backgrounds. Her experience in the military, technology sector, and financial services industry is grounded in service to others and helping people achieve their goals. Prior to wealth management, she held senior roles in the tech sector, working closely with executive leadership to drive large scale initiatives and deliver on complex priorities. Her military experience established a foundation of discipline, accountability, and follow through that continues to guide her work today.

In addition to her undergraduate degree in Economics from the University of Hawaii at Manoa, Leah earned an Master of Business Administration from UNC Kenan-Flagler Business School and a Master of Professional Studies in Wealth Management from Columbia University. She focuses on building trust, developing long term relationships and helping clients navigate important financial decisions with clarity and structure.

Outside of work, Leah prioritizes staying active and maintaining routines that keep her grounded. She is a certified yoga teacher and values movement as part of a balanced lifestyle. She also enjoys traveling, exploring new restaurants as a foodie with her family, and regularly reading and listening to podcasts to continue learning and gaining new perspectives.

Leah’s time in the Army, including a deployment overseas, led her to develop a strong passion for helping veterans transition out of the military and into the corporate world while helping them navigate through financial uncertainty. Leah is passionate about supporting veterans and expanding access to financial education and opportunity for first-generation wealth builders.