PRIVATE WEALTH MANAGEMENT

MEET THE TEAM

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Jason D. Field
Financial Advisor
Virag G. Shah, CFA®
Portfolio Strategist
Jimi Bipin Shah
Equity Research Associate
Donna L. Gavlick
Director of Para Planning Services
Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
MANAGING DIRECTOR AND ADVISOR

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Read Ken’s Bio

Jason D. Field
Financial Advisor
Read Jason’s Bio

INVESTMENT TEAM AND PLANNING

Virag G. Shah, CFA®
Portfolio Strategist
Read Virag’s Bio

Jimi Bipin Shah
Equity Research Associate
Read Jimi’s Bio

Donna L. Gavlick
Director of Para Planning Services
Read Donna’s Bio

CLIENT SERVICES

Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
Read Judy’s Bio

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Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA. Go here to read entire disclaimer.