Kaylee Leonard
Tax Advisor, Enrolled Agent, Realtor
Kaylee began her career with Summit Financial Group in 2006. Prior to becoming a Tax Advisor, Kaylee was Director of Food and Beverage for Marriott International Inc. The combined experience in the hospitality industry with a heavy financial responsibility, and in the financial services industry with an emphasis on clients’ long-term goals, make her an ideal fit for clients looking for personalized, attentive service. She currently advises 450 clients on taxation, planning strategies, and preparation. As an Enrolled Agent, Kaylee personally represents her clients before the IRS and state taxing agencies.
As a licensed California Realtor, Kaylee has the knowledge and tools to consult with clients on real estate transactions from an analytical standpoint.
Kaylee is a graduate of the University of California, Irvine. She and her daughters live in Point Loma and enjoy friends, sunshine, good food and fun in life. Her hobbies include competitive ballroom dancing, scuba, and culinary arts.
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