How We Work
Kari A. McLeod - MBA
Kari focuses on advising women-owned small businesses and those in life transition navigate the complexities of each stage of financial planning from a holistic standpoint. She uses her experience in retirement & estate planning to build strong, long-lasting client relationships based on dedication, approachability, and execution. Kari received both a BA in Accounting & Finance and a MBA in Business Management from Southern New Hampshire University .
Michael Lecours - CFP®
Ronald G. Lecours - CFP®
Our Support Team
Donna services all custodial client operations. She is O/L’s operational liaison with its clearing firm, Pershing, as well as other custodians. She works directly with clients and registered representatives to process requests, solve problems, and manage the flow of paperwork. She received a BA in communications from Central Connecticut State University.
Ana Maria Martinetti-Katz
CFP®, CPA, MBA
Ana Maria has a wide range of wealth management experience. She helps to craft customized financial plans and run different scenarios to show clients what retirement can look like. Ana Maria uses her experience in accounting to help her clients implement tax efficient investment and retirement planning strategies. She has also contributed to publications in AccountantsWorld.com, Morningstar, Investopedia.com and has been quoted in articles for the Miami Herald and Florida Trend.”
Who Supports Us
We are flexible by being small, but have the strength of a large support network to support us.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ohanesian / Lecours are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, ME, MD, MA, MI, MO, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, VT, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ohanesian / Lecours makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.