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Our sole focus is YOU!


We are Fiduciaries • We focus on planning, not products • We are Fee for Service, not commission

We made these choices to provide our clients with the highest standard of financial advice -
a fiduciary standard.


Watch:
Jeff Leonard, Managing Principal,
Certified Financial PlannerTM

Why is the Fiduciary Standard best for you?


Your Needs • Your Goals • Your Dreams.

Jeff Leonard is a Certified Financial Planner™ Professional and a Fiduciary for his clients.


Financial Success starts with a Plan.


You are Unique. Your financial plan needs to be Unique.
Together, we build a financial plan Unique to you.

Watch the video to learn more.

Smart Planning, Forward Thinking


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Financial Planning

Define Your Needs, Goals and Dreams
Organize / Prioritize Your Finances
Build Financial Roadmap to Achieve Goals

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Wealth Management

Investment Choices
Risk v. Reward
Accumulation and Income

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Wealth Protection

Strategies to Protect Your Wealth,
Reduce or Eliminate Taxes and
Ensure efficient estate transfer to beneficiaries.




Our Team


Leonard Financial Group is a team of experienced professionals committed to the highest standard of service.
We're here to help you plan for financial success.


Jeffrey M. Leonard, CFP® Photo

Jeffrey M. Leonard, CFP®

Certified Financial Planner™ and Managing Principal
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Jeffrey M. Leonard, CFP®, Managing Principal

Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida.  As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times. 

Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor.  He is Certified Financial Planner™ an Investment Advisor Representative.  He is also a member in good standing with the National Ethics Association. 

Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne.  He and Julie believe in giving to the community and have happily sponsored and donated to many local charities.

Julie G. Leonard Photo

Julie G. Leonard

Principal and V.P. of Operations
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Julie G. Leonard, Principal and V.P. of Operations

Julie has more than 20 years of experience working in the life and health care industry.  Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations. 

Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.

Julie and Jeff Leonard have been married for over 24 years and have two children.  Her free time is devoted to volunteering with the kids’ school and soccer club.  In addition, the family is an active part of the Ascension Catholic Church.

Megan C. Bizzarro Photo

Megan C. Bizzarro

Director of Client Experience
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 Megan C. Bizzarro, Director of Client Experience

Moving from New Jersey as young child, Megan has grown up locally as a Brevard County resident. She brings with her more than 15 years of Customer Service experience. Her primary responsibility at Leonard Financial Group is to oversee client services, assist in day to day operations, and ensure client engagements are delivered with the highest level of quality and professionalism. 

Megan’s career began at Chase Bank as a Relationship Manager where she built a great reputation among her clients and peers. Her previous roles prior to joining our team positioned her well to foster a service-oriented work environment with an emphasis on the importance of great customer service and the impact that it can have on a business. 

Megan earned a Bachelor of Science degree in Hospitality Management from the University of Central Florida’s Rosen College of Hospitality Management. She graduated in 2010 with honors and is a member of the Eta Sigma Delta Honor Society at UCF. 

It was while attending college in Orlando where Megan met her husband Angelo Bizzarro freshman year, and after graduation they moved back to Brevard County to be closer to their families. They have been married for over 8 years and own 2 dogs and a guinea pig. Her free time is spent exploring the outdoors, kayaking, reading, painting, and volunteering for church events at Bethany Ministries.  

                

Evelyn Dobson  Photo

Evelyn Dobson

Certified Public Accountant - Affiliate Associate with Leonard Financial Group
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Evelyn Dobson, Certified Public Accountant

Evelyn Dobson is a Certified Public Accountant with over 20 years of experience providing tax and accounting services.

Evelyn graduated from the University of Florida with a Bachelor of Science degree.  She practiced in a national public accounting firm in Richmond, Virginia where she graduated from the Virginia Commonwealth University with a Master’s degree in Taxation.  

She is married to Drex Dobson and has two children, Ivy and Drex IV.  She loves living in Brevard, raising her family, playing tennis and exceeding her clients’ expectations whenever she can!

Office Location:

3681 Thurloe Drive

Rockledge FL 32955

(P) 321.652.4422

(E) evelyn@dobsoncpa.com


Kevin Murtha  Photo

Kevin Murtha

The Murtha Law Group, P.A. - Affiliate Associate with Leonard Financial Group
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Kevin Murtha, The Murtha Law Group, P.A. 

Kevin received his B.S. in Accounting from St. John’s University and his J.D. from the University of Miami – School of Law, both with honors.  Kevin is admitted to practice before the Florida Supreme Court, the United States District Court-Middle District of Florida, and the United States Tax Court.

Kevin’s practice, for the past 14 years, has been concentrated in the areas of estate and tax planning, trust and estate administration, probate and real estate.

Kevin is a member of the Real Property, Probate and Trust Law Section of the Florida Bar, as well as numerous charitable and philanthropic organizations.   

Melbourne Office Location:

7351 Office Park Place 

Melbourne, Florida 32940

Vero Beach Office Location:

3617 20th Street

Vero Beach, Florida 32960

(P) 321.600.4989

(F) 321.821.1960 

(E) kmurtha@murthalaw.us









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