Leigh Winner

Leigh joined Waldron Partners in 2026 as a Client Service Associate. In her role, she supports the firm’s financial planning process administratively by helping organize and analyze client information, develop financial models, and assist with the preparation and implementation of comprehensive financial plans. She enjoys working through complex information and helping advisors provide clients with clear, thoughtful, and well-organized financial guidance.

Before joining Waldron Partners, Leigh served for six years in the U.S. Coast Guard, where she gained experience working in high-accountability environments that required strong analytical skills, attention to detail, leadership, and problem-solving. She later transitioned into the private sector and continued building experience in operations and financial services. Leigh earned her Master of Science in Accounting from Saint Mary’s College of California, where she further developed her background in accounting, finance, and business decision-making.

Outside of the office, Leigh enjoys traveling, hiking, cycling, reading, and exploring new places. She especially enjoys spending time outdoors and discovering new communities, whether close to home or while traveling. She also values spending time with family and friends and finding new opportunities to learn and stay active.