About Us

Leonard Financial is a Registered Investment Advisory Firm.

Leonard Financial is a Registered Investment Advisory firm under Bay Colony Advisors. We are not owned by any brokerage firm, insurance company, bank, or mutual fund family. This allows us to offer objective, unbiased advice without the hidden agenda or conflict of interest. We are fee based Fiduciaries, which mean that we are solely focused on our clients’ best interest.

Financial planning is a process, not the selling of a product.

Each person’s idea of retirement is different. While some people will never quit working, others may slow down and others will stop working completely. Some want to travel, others want to garden. Others want to turn a hobby into a new business. Regardless of your personal circumstances, we can design a retirement and income plan to meet our clients individual needs and goals, keeping in mind that safety, growth and income are not mutually exclusive.

Your goals are our goals.

Retirement planning begins with organizing your financial resources to understand your current financial situation, needs and goals. This financial snapshot is the roadmap to achieve your goals at predetermined times in the future. When developing a retirement plan, it is crucial to ensure that your company retirement plan or IRA’s, investments, income plan, risk plan, and social security are working together and not against each other.

We're a team of caring, experienced professionals.

Our Sole Focus is You!

Jeffrey Leonard, CFP® Photo

Jeffrey Leonard, CFP®

Managing Principal and Certified Financial Planner

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 Photo

Julie G. Leonard

Principal and V.P. of Operations

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 Photo

Megan C. Bizzarro

Director of Client Experience

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 freshman year, and after graduation they moved back to Brevard County to be closer to their families. They married in 2011 and welcomed their daughter Ellie in 2022. In her her free time Megan enjoys spending time with her family and animals (2 dogs and a guinea pig), exploring the outdoors, kayaking, and reading.

Evelyn Dobson Photo

Evelyn Dobson

Certified Public Accountant - Affiliate Associate with Leonard Financial Group

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

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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