Our Team
David Donhoff
Principal & Financial Advisor
With a background in business, psychology, and professional trading, he combines strategic financial expertise with a commitment to ethical advising and long-term client success.
Brandon Accardo
Financial Advisor
Brandon, a former U.S. Army veteran with 14 years of experience in the financial industry, is dedicated to guiding clients through their retirement planning journey with a personalized approach.
Arijeet Singh
Financial Advisor
Recently graduated with a degree in finance and economics, Arijeet brings a disciplined, hands-on approach to investment strategy and long-term planning as he begins his career in wealth management.
Kelsey Mohland
Director of Operations
With over a decade in California’s startup and tech industry, Kelsey specializes in optimizing operations and internal systems to keep our company running smoothly.
Maj Flores
New Business Coordinator
Maj combines her expertise in personal finance with a background in event and project management, bringing a detail-oriented and strategic approach to helping clients plan for their future.
Britt Anglin
Client Engagement Coordinator
With a background in the arts and healing, Britt brings a thoughtful and empathetic approach to client engagement, ensuring each interaction is supportive and personalized.
Kami Terry
Marketing Manager
Kami, a University of Washington graduate with a background in digital marketing and entrepreneurship, brings a creative and client-focused approach to enhancing our outreach.
Abe Rodriguez
Operations & Data Specialist
Abe combines his analytical skills and tech-savvy approach to refine data processes, enhance client engagement strategies, and keep Leverage Planners operating efficiently in a fast-moving digital landscape.
Brian Gery
Advisor Apprentice
Brian, a recent CU Boulder graduate with a degree in economics, brings a strong interest in personal finance and a detail-oriented mindset to his work.
Rocco DeSimone
Advisor Apprentice
Rocco draws on his financial background, entrepreneurial spirit, and passion for helping others in supporting the team in creating thoughtful, personalized strategies that align clients’ money with their life goals.