Our Team

As a Senior Wealth Advisor with LeRoy Wealth Management Group, IPC Securities, Sonia leads families to achieve financial peace of mind and align their money with their values. With over 30 years of fi...

As a Wealth Advisor with LeRoy Wealth Management Group, IPC Securities Corporation, Adrian helps individuals and families achieve financial peace of mind by delivering innovative solutions that align ...

As a securities licensed Investment Associate for the LeRoy Wealth Management Group, Kay is responsible for our office's administration, managing our team's records and data integrity processes and cl...

As an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates...

Robbie supports the team’s managed portfolio due diligence process. He also conducts client portfolio analytics for the senior wealth advisor. And, he generally supports the LeRoy Wealth Management Gr...