Scott Leo
Guidance that grows with you.
State(s) Licensed: FL, OH
303 Regency Ridge Drive
Dayton, OH 45459
Guidance that grows with you.
State(s) Licensed: FL, OH
Let’s Turn Your Goals Into a Plan
As a Thrivent financial professional, I believe money is a tool, not the goal. Your financial journey is unique, and your plan should reflect that. I take the time to understand your current financial picture and long-term goals so we can build a strategy that’s aligned with your values and priorities. A written financial plan can help bring clarity and confidence to your decisions. My role is to provide guidance and education that empowers you to make informed choices and move forward with purpose.
What You Can Expect
When we work together, you can count on:
- Meaningful conversations that center around your values, priorities, and what matters most.
- Goal-oriented strategies tailored to help you move forward with clarity and purpose.
- Ongoing support and insight to keep your financial journey on track.
My approach is collaborative and focused on informed decision-making, so you can feel confident evaluating strategies that support your financial objectives.
Ready to Take the Next Step?
The journey to financial clarity doesn’t have to be complicated. Let’s start with a meaningful conversation about what matters most to you.
Email: Scott.Leo@thrivent.com
Call or Text: (937) 709-5205
Or use the form below
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Location
Dayton Office
- Phone:
- 937-361-5550