Broker Check

Our Team

Steven Leshner MBA, ChFC, AEF, AIF

President

267-794-3000

215-884-8055

[email protected]

Steven is an Accredited Investment Fiduciary (AIF) and through LPL Financial is one of fewer than 300 advisors accepted into the Retirement Plan Consulting Program as of September 2011. This program provides a framework for the review of all processes and materials used for qualified plans. He was the host of his own radio show, Money & Things That Matter, in 2002 & 2003.

Steven is active in professional organizations and has written several articles for publication.

  • 2000 – President, Philadelphia Estate Planning Council (PEPC)
  • 2003 – President, Philadelphia Chapter National Association of Insurance & Financial Professionals
  • 2005 – Article, PEPC Winter Newsletter
  • 2007 – Article, Journal of Retirement Planning – August Issue
    Article, Life Insurance Selling Magazine – November Issue
  • 2008 – Article, Advisor Today Magazine – August Issue

Steven holds Series 6, 7, 22, 24, 63 registrations through LPL Financial and Life & Health licenses.

Mackenzie Swartz

Associate

267-794-3004

215-884-8055

[email protected]

Mackenzie is a graduate of the Villanova Business School.  He has several years of experience in tax preparation and planning for individuals, small businesses and partnerships.  He is registered with LPL Financial for Life and Health licenses.