As a Client Service Associate with America First Investment Services, Leon plays a key role in supporting our Wealth Advisors and building lasting relationships with their clients. He assists with client service operations and contributes to business development efforts, all with a focus on delivering personalized, high-quality financial support.
The role of Leon allows him to connect with clients and help them navigate their financial journeys by offering attentive service and reliable coordination. Whether it’s preparing documentation, scheduling appointments, or assisting with financial planning activities, he is committed to making each interaction seamless and meaningful.
Leon holds FINRA, Series 7, Series 66, and Nevada Life & Health Insurance Licenses through LPL Financial.
Outside of work, Leon enjoys spending time with family and friends, staying active in the community, and pursuing personal interests that keep him energized and inspired.