Leah Tarnell, CTFA

Leah Tarnell works with high net worth, multi-generational families, trustees, and investment advisors in the ongoing management of her clients’ financial matters. Leah has extensive experience in the administration of revocable and irrevocable trusts, IRAs, charitable trusts, grantor retained annuity trusts, special needs trusts, conservatorships, and estates. Partnering with the wealth management team, Leah coordinates the delivery of a full suite of family office services to her clients.