Dirk Leavesley

Dirk has been in client facing roles in the financial industry since 2001. He achieved his Personal Financial Planner designation (PFP) in 2008 and followed this up by obtaining his Certified Financial Planner designation (CFP) in 2010. From that point on his focus for his clients has been tax planning, pre-retirement planning and post retirement cash flow planning.

As a Financial Planning Consultant, Dirk's goal is to elevate the financial planning standards for advisors and their practices across the Mid-West. He does this through education on financial planning concepts, defining or refining advisor's goals-based planning processes and collaborating on advanced case study work in complex client situations. He also assists advisors with using Conquest planning software to provide the knowledge they need to help bring plans to life for every client.