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 a Certified Financial Planner™, a Registered Financial Consultant© with the International Association of Registered Financial Consultants, and 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, 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 since 1990 and are the proud parents of two children, Hope and James. Her free time is devoted to volunteering, traveling, playing tennis, and enjoying the outdoors. In addition, the family is an active part of the Ascension Catholic Church.

 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 10 years and own 2 dogs and a guinea pig. Her free time is spent enjoying her animals, exploring the outdoors, kayaking, reading, and painting.

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!

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.