Kaylee Leonard

Tax Advisor, Enrolled Agent

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 400 clients on taxation, planning strategies, and preparation. As an Enrolled Agent, Kaylee personally represents her clients before the IRS and state taxing agencies.

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.






Phone 619.698.9760 Ext. 810
Fax 619.500.7749