Summit Financial Group 

CONNECT

Address:

9340 Fuerte Dr Ste 207
La Mesa, CA 91941-4164

Phone:

619.698.9760, 888.565.9760

Fax/Other:

619.698.9767

Kaylee Leonard

Kaylee Leonard

Tax Advisor

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 350 clients on taxation, planning strategies, and preparation.

 

Committed to community involvement, Kaylee serves on the board of the Point Loma Schools Cluster Foundation as Chief Financial Officer. She is also a supporter of local arts organizations and community services groups such as San Diego Ballet and Girl Scouts.

 

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.

 

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Phone (619) 698.9760 Ext. 811
Fax (619) 698.9767
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck