SF Retirement Planning

With SimpliFINANCIAL, you gain a dedicated team committed to helping you achieve a secure and fulfilling retirement.

Lea Stigleman | Office Manager

Lea, a graduate of the International Business College Accounting Program, brings a wealth of experience from her 31 years in the independent insurance agency sector. She has held various key positions and was a licensed property and casualty insurance agent. As the first friendly face you'll encounter, Lea is our dedicated bookkeeper and invaluable support, assisting Don and Jackson with "all the things" needed to ensure your time, money, and retirement choices are meticulously managed. And, most importantly, she ensures the candy basket is always well-filled, because every visit deserves a sweet treat!

Each of our stories converges on a singular purpose: to leverage our knowledge and experience to serve you.

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