Leading Edge Financial Planning LLC

Brenda Heim De Queiroz Hill is a CFP® professional with one year of industry experience. She is currently with Leading Edge Financial Planning LLC and has prior experience at FP Solutions RI, Thimbleberry Financial, Selective Wealth Management, and Liberty University. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and constructs portfolios using strategic asset allocation and diversification with low-cost mutual funds and ETFs.

Nolan Clark is a CFP® professional with three years of experience in financial advising. He is currently with Leading Edge Financial Planning LLC and previously worked at Baird and Align Wealth Management. Clark has also been involved with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs.

Andrew Christopher is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Leading Edge Financial Planning LLC and has prior experience at PricewaterhouseCoopers, Dowling & Yahnke Wealth Advisors, and the United States Navy. Outside of his advisory role, he serves as a Lieutenant Commander in the United States Navy Reserves, works as an F-35 Instructor Pilot for Lockheed Martin, and acts as a Career Coach and Faculty Advisor at Georgetown University. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in assets, focusing on strategic asset allocation and diversification through low-cost mutual funds and ETFs, while offering comprehensive planning across retirement, tax, estate, insurance, and cash-flow matters.

Zack Payne is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Leading Edge Financial Planning LLC and previously held roles at Cerity Partners, LLC, ARGI Investments Services, LLC, and the nonprofit Que Buenos. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by offering wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in assets across about 457 clients, employing strategic asset allocation and diversification with low-cost mutual funds, ETFs, and other securities to address specific client needs.

Kevin Gormley is a CFP® professional with 14 years of experience in financial planning and tax services. He is a managing member and owner of Leading Edge Tax Planning, LLC, where he provides tax planning and preparation. Gormley has worked at Leading Edge Financial Planning, LLC since 2015 and previously spent nine years with Accounting Consultants, Inc. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by offering wealth management, financial planning, and discretionary portfolio management. The firm emphasizes strategic asset allocation and diversification, utilizing low-cost mutual funds and ETFs, and provides comprehensive planning across retirement, tax, estate, insurance, and cash-flow matters.

Charles Mattingly is a CFP® with 15 years of industry experience and has been with Leading Edge Financial Planning LLC since 2015. He also works as a pilot for Southwest Airlines, a position he has held since 2007. In addition to his advisory role, Mattingly owns Leading Edge Tax Planning LLC, a tax and accounting services firm. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in assets and focuses on strategic asset allocation using low-cost mutual funds and ETFs, complemented by comprehensive planning across retirement, tax, estate, insurance, and cash-flow matters.

Jonathan Schultz is a financial advisor at Leading Edge Financial Planning LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in aviation-related roles at Flexjet, Jet It, and Dynamic Aviation. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs.

Jason Reagan is a CFP® and holds a Series 66 license, with seven years of experience in financial advising. He has worked at Leading Edge Financial Planning LLC since 2019 and previously was employed by Edward Jones from 2014 to 2016. Outside of finance, he serves as a pilot for NetJets Aviation, a role he has held since 2007. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management, managing approximately $360 million in client assets. The firm emphasizes strategic asset allocation and diversification using primarily low-cost mutual funds and ETFs and offers comprehensive planning across retirement, tax, estate, insurance, and cash-flow matters.

Mark Covell is a financial advisor with Leading Edge Financial Planning LLC in Asheville, NC. He holds a Series 65 designation and has five years of industry experience. Prior to joining Leading Edge in 2020, he worked in various roles including positions at NuVasive and Next Orthosurgical. In addition to his advisory role, Covell is employed as an airline pilot with American Airlines. Leading Edge Financial Planning serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and constructs portfolios focused on strategic asset allocation and diversification, primarily using low-cost mutual funds and ETFs.