Our Staff
Leon LaBrecque, JD, CPA, CFP®, CFA Managing Partner
Leon LaBrecque is the managing partner and founder of LJPR, LLC, a firm managing over $450 million in assets. A true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. A practicing attorney who specializes in financial planning, estate planning, business and tax planning for individual and business clients, Leon’s extensive experience includes work with Arthur Andersen, Plante & Moran, PLLC, and the University of Detroit. He is also the former Dept. Chair of Finance and Economics at Walsh College, where he created the College’s Master in Finance program. Leon is the author of 14 proprietary retirement/financial planning programs for clients including General Motors, Ford Motor Co., Lucent, States of Montana and Washington, AT&T and CalPERS, among others. He regularly appears on television and radio programs nationwide, presenting on various economic and financial topics.
Leon LaBrecque is the managing partner and founder of LJPR, LLC, a firm managing over $450 million in assets. A true visionary who brings the experience of many different fields to the table, he has provided integrated, comprehensive financial advisory services to thousands of people for over two decades. A practicing attorney who specializes in financial planning, estate planning, business and tax planning for individual and business clients, Leon’s extensive experience includes work with Arthur Andersen, Plante & Moran, PLLC, and the University of Detroit. He is also the former Dept. Chair of Finance and Economics at Walsh College, where he created the College’s Master in Finance program. Leon is the author of 14 proprietary retirement/financial planning programs for clients including General Motors, Ford Motor Co., Lucent, States of Montana and Washington, AT&T and CalPERS, among others. He regularly appears on television and radio programs nationwide, presenting on various economic and financial topics.
Brian Roehl, CFP® Senior Financial Advisor
Brian is a graduate of Michigan State University where he received his Bachelor’s in Accounting. He is also one of the original founders of LJPR, having helped form the company back in 1989. Brian has been in the financial services industry since 1982 when he received his first securities license. He has authored the book “Choices... A Guide to Pre-Retirement Planning” and co-authored several other publications. Brian has conducted seminars for several large multi-national corporations, and has appeared on local TV and radio shows. He is extremely knowledgeable in taxation, investing, and stock options.
Brian is a graduate of Michigan State University where he received his Bachelor’s in Accounting. He is also one of the original founders of LJPR, having helped form the company back in 1989. Brian has been in the financial services industry since 1982 when he received his first securities license. He has authored the book “Choices... A Guide to Pre-Retirement Planning” and co-authored several other publications. Brian has conducted seminars for several large multi-national corporations, and has appeared on local TV and radio shows. He is extremely knowledgeable in taxation, investing, and stock options.
Brad Reynolds, CFA Financial Analyst
Brad Reynolds is a Charter Financial Analyst (CFA) with over a decade of experience in the investment industry. Brad was Syndicate Manager for H+R Block, helping firms raise money through the new issue market. As both a fixed income and an equity trader, he has worked with major Wall Streets firms. He assisted financial planners in building and managing client portfolios, as well as educating new financial planners. Brad was awarded a Bachelor of Science in Business Administration with a minor in economics from the University of New Hampshire.
Brad Reynolds is a Charter Financial Analyst (CFA) with over a decade of experience in the investment industry. Brad was Syndicate Manager for H+R Block, helping firms raise money through the new issue market. As both a fixed income and an equity trader, he has worked with major Wall Streets firms. He assisted financial planners in building and managing client portfolios, as well as educating new financial planners. Brad was awarded a Bachelor of Science in Business Administration with a minor in economics from the University of New Hampshire.
Len Nowak, CFP® Financial Advisor
Len is a CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the investment industry. Prior to working in the financial industry he earned his Bachelor of Science from the University of Michigan-Flint and served eight years in the Army Reserves as a Medic. He began his career at Morgan Stanley’s Midwest Division as a Financial Advisor and later joined Charles Schwab & Company in 1999. While working at Charles Schwab as an Investment Specialist Len earned his financial planning accreditation through Florida State University and became a CERTIFIED FINANCIAL PLANNER™. In 2005 he joined LJPR as a Financial Advisor where he uses his wide range of experience to help clients with portfolio management, education planning, estate, tax, and retirement planning. Len has lived most of his life in the Detroit and Flint area and currently lives in Royal Oak with his wife Jessica.
Len is a CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the investment industry. Prior to working in the financial industry he earned his Bachelor of Science from the University of Michigan-Flint and served eight years in the Army Reserves as a Medic. He began his career at Morgan Stanley’s Midwest Division as a Financial Advisor and later joined Charles Schwab & Company in 1999. While working at Charles Schwab as an Investment Specialist Len earned his financial planning accreditation through Florida State University and became a CERTIFIED FINANCIAL PLANNER™. In 2005 he joined LJPR as a Financial Advisor where he uses his wide range of experience to help clients with portfolio management, education planning, estate, tax, and retirement planning. Len has lived most of his life in the Detroit and Flint area and currently lives in Royal Oak with his wife Jessica.
Matthew Teetor Financial Advisor
Matthew earned his degree in accounting from Baker College. Matthew brings new information and a fresh perspective to the financial planning procedures at LJPR. He currently assists clients with retirement planning, tax planning and portfolio development.
Matthew earned his degree in accounting from Baker College. Matthew brings new information and a fresh perspective to the financial planning procedures at LJPR. He currently assists clients with retirement planning, tax planning and portfolio development.
Alan Miller, CPA, PFS® Financial Advisor
Alan is a practicing CPA and Personal Financial Specialist with a Bachelor of Arts in Accounting from Michigan State University. His experience includes seven years with Plante & Moran, PLLC prior to co-founding Wilkie & Miller, CPAs, P.C. in Bloomfield Hills in 1991. Alan’s experience includes providing tax and financial services to individuals, small businesses and not-for-profit organizations, including tax planning and return preparation, retirement and investment planning, assurance services and general business consulting.
Alan is a practicing CPA and Personal Financial Specialist with a Bachelor of Arts in Accounting from Michigan State University. His experience includes seven years with Plante & Moran, PLLC prior to co-founding Wilkie & Miller, CPAs, P.C. in Bloomfield Hills in 1991. Alan’s experience includes providing tax and financial services to individuals, small businesses and not-for-profit organizations, including tax planning and return preparation, retirement and investment planning, assurance services and general business consulting.
Michael D. Reed, AIF® Financial Advisor
Mike started his career in 2000 with Seizert Capital Partners working as an equity analyst. He helped analyze companies for the firm’s three strategies as well as their hedge fund. He started at Citizens Bank Wealth Management in 2006 where he was an investment analyst and bond trader. He was responsible for analyzing and building both mutual fund and separate account models for clients. He also helped educate portfolio managers during the department’s change in investment philosophy. He has been with LJPR since 2011. Mike has a BA in economics from the University of Michigan and earned the Accredited Investment Fiduciary (AIF®) designation in 2009. He is currently enrolled in the CFP® curriculum.
Mike started his career in 2000 with Seizert Capital Partners working as an equity analyst. He helped analyze companies for the firm’s three strategies as well as their hedge fund. He started at Citizens Bank Wealth Management in 2006 where he was an investment analyst and bond trader. He was responsible for analyzing and building both mutual fund and separate account models for clients. He also helped educate portfolio managers during the department’s change in investment philosophy. He has been with LJPR since 2011. Mike has a BA in economics from the University of Michigan and earned the Accredited Investment Fiduciary (AIF®) designation in 2009. He is currently enrolled in the CFP® curriculum.
Maria L. Avesian, JD Estate Planning Attorney
Maria earned a Bachelor of Arts in Psychology from the University of Michigan, Ann Arbor and a law degree from the Detroit College of Law. She is a licensed attorney in the State of Michigan and is also a member of the Probate and Estate Planning Section of the Michigan Bar. Maria has been in private practice for over twenty years, primarily focusing on Estate Planning. She enjoys meeting with individuals and families to assist them with developing and implementing an Estate Plan specifically designed to meet their needs and the needs of their beneficiaries. The Estate Plans she develops reflect the client’s personal wishes as well as the goals established by the client and their Financial Advisor.
Maria earned a Bachelor of Arts in Psychology from the University of Michigan, Ann Arbor and a law degree from the Detroit College of Law. She is a licensed attorney in the State of Michigan and is also a member of the Probate and Estate Planning Section of the Michigan Bar. Maria has been in private practice for over twenty years, primarily focusing on Estate Planning. She enjoys meeting with individuals and families to assist them with developing and implementing an Estate Plan specifically designed to meet their needs and the needs of their beneficiaries. The Estate Plans she develops reflect the client’s personal wishes as well as the goals established by the client and their Financial Advisor.
Anne M. Whipple Client Service Specialist
Anne is a Senior Client Service Specialist assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs, compliance reporting, database management, writing procedures and training. She utilizes her experiences as Operations Manager from another independent RIA firm as the basis for her work at LJPR, LLC. Anne has a Mechanical Engineering degree and has completed the Personal Financial Planning program at Oakland University and is currently working towards obtaining her CERTIFIED FINANCIAL PLANNER™ designation. Anne has additional post-graduate studies in Accounting and Taxes.
Anne is a Senior Client Service Specialist assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs, compliance reporting, database management, writing procedures and training. She utilizes her experiences as Operations Manager from another independent RIA firm as the basis for her work at LJPR, LLC. Anne has a Mechanical Engineering degree and has completed the Personal Financial Planning program at Oakland University and is currently working towards obtaining her CERTIFIED FINANCIAL PLANNER™ designation. Anne has additional post-graduate studies in Accounting and Taxes.
Keri Lesinski Client Service Specialist
Keri works as a Client Service Specialist assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs and database management. She utilizes her 18 years of banking experience as a Private Client Service Associate for JPMorgan’s Wealth Management team as the basis for her work at LJPR, LLC.
Keri works as a Client Service Specialist assisting clients and Advisors with new accounts, asset transfers, cash requests, money movement, cost basis, RMDs and database management. She utilizes her 18 years of banking experience as a Private Client Service Associate for JPMorgan’s Wealth Management team as the basis for her work at LJPR, LLC.
Jason Budrick Support Advisor
Jason began his career with Fidelity Investments in 2001 where he obtained his Series 7, and 63 Securities Licenses, and later went on to receive his Certificate in Financial Planning from Florida State University, and is currently enrolled in the Accredited Wealth Management Advisor Program through the College for Financial Planning. Jason is a graduate of Michigan State University, where he received his Bachelor of Arts in Finance. Over the past decade, Jason’s professional work experience has focused on educating and advising clients with regards to their retirement and investment planning goals.
Jason began his career with Fidelity Investments in 2001 where he obtained his Series 7, and 63 Securities Licenses, and later went on to receive his Certificate in Financial Planning from Florida State University, and is currently enrolled in the Accredited Wealth Management Advisor Program through the College for Financial Planning. Jason is a graduate of Michigan State University, where he received his Bachelor of Arts in Finance. Over the past decade, Jason’s professional work experience has focused on educating and advising clients with regards to their retirement and investment planning goals.
Lisa Sullivan Graphics and Production, Client Service Specialist
Lisa works as receptionist and as a graphic designer for the firm. She has a Bachelor’s degree in Fine and Performing Arts with a concentration in graphic design from Wayne State University. Her efficiency and effectiveness in managing communications and client relationships are derived from having over 15 years of experience at LJPR.
Lisa works as receptionist and as a graphic designer for the firm. She has a Bachelor’s degree in Fine and Performing Arts with a concentration in graphic design from Wayne State University. Her efficiency and effectiveness in managing communications and client relationships are derived from having over 15 years of experience at LJPR.
Josephine Nicholas Executive Liaison
Josephine specializes in client and media relations, and gains LJPR regular appearances as local and national media experts. Josephine supports the Executive Staff in a variety of ways in client relations and in presentations. She has been certified by the Protocol School of Washington as a Corporate Protocol and Etiquette Instructor and speaks to a wide range of audiences on both business etiquette and how to brand yourself through media exposure. Josephine has extensive experience with business and office administration, having founded and grown some of her own companies.
Josephine specializes in client and media relations, and gains LJPR regular appearances as local and national media experts. Josephine supports the Executive Staff in a variety of ways in client relations and in presentations. She has been certified by the Protocol School of Washington as a Corporate Protocol and Etiquette Instructor and speaks to a wide range of audiences on both business etiquette and how to brand yourself through media exposure. Josephine has extensive experience with business and office administration, having founded and grown some of her own companies.
George Bundy Business Development Officer
George graduated from Western Michigan University, receiving a Bachelor’s of Business Management degree. He has been involved with the financial services industry since 1980, using a diverse range of experience to work with individual clients and corporations to develop financial based training programs. These programs are based on client needs, and result in custom solutions.
George graduated from Western Michigan University, receiving a Bachelor’s of Business Management degree. He has been involved with the financial services industry since 1980, using a diverse range of experience to work with individual clients and corporations to develop financial based training programs. These programs are based on client needs, and result in custom solutions.
Michael Diegel Marketing & Practice Development
As the director of social media for LJPR, Michael provides unparalleled marketing practices. Michael’s career began at Levanto Financial as a Financial Services Coordinator assisting clients with household budgeting and electronic bill-pay. He began at LJPR in the fall of 2010 and has since established a strong and unique social media presence for the firm as well as creating invaluable business relationships. Michael will be graduating from Oakland University in December of 2012 with a B.S. in Economics and a minor in International Management.
As the director of social media for LJPR, Michael provides unparalleled marketing practices. Michael’s career began at Levanto Financial as a Financial Services Coordinator assisting clients with household budgeting and electronic bill-pay. He began at LJPR in the fall of 2010 and has since established a strong and unique social media presence for the firm as well as creating invaluable business relationships. Michael will be graduating from Oakland University in December of 2012 with a B.S. in Economics and a minor in International Management.