Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Meet
The Leap Team –
Get to Know Us
The Leap Team is a diverse group of professionals with extensive experience in the financial services industry. We believe that your success is rooted in our ability to create software tools and educational experiences that leave a lasting and successful impact for all Leap users.
Get to know us and discover how we can help you contribute to your clients' personal financial goals of long-term growth and prosperity.
David Wiesner
President
David has made significant contributions to improving the Leap process since joining us in 2018. By migrating the software onto a single platform and introducing a new training curriculum, David has demonstrated his commitment to enhancing the experience for financial professionals and their clients. Through collaboration with his skilled team, David's efforts have led to making the Leap process more efficient and user-friendly for all Leap users.
Bill Reid
Director of Software & Development
Bill joined Leap Systems in 2018 and was tasked with managing the Leap online application. As his role evolved, Bill is now responsible for contributing to and overseeing the development of the Leap online software, the hosting services, and any external integrations.
Joe Brunello
Director of Training & Development
Since joining Leap in 2019, Joe has redesigned the training curriculum and the delivery of training to better suit financial professionals who are using the Leap software. He is in constant contact with the field professionals and leaders and is always looking for ways to improve the user experience.
Cynthia Lewandoski Zenkus
Marketing Design Specialist
Cynthia joined the team in 2023 as Leap System's Marketing Design Specialist. As an experienced, hands-on graphic and web designer, she can communicate and execute an artistic vision into a successful design solution.
Gretchen Milligan
Sales Support Specialist
Gretchen joined Leap systems in April 2020 as a Sales Support Specialist, working in partnership with the Director of Training and Development, to ensure support for Leap is provided to our field professionals and leaders. Prior to joining Leap, she has worked in the financial industry for over twenty years.
