Lea Smith Johnson, RFC^®

Lea started studying finance as a practical move wanting first to secure her future. Budgeting and planning were second nature to her way of life. After college, she achieved a Graduate School Research Assistantship to the Insurance Department of Pennsylvania State University where she drafted data for the study later published in both the American Bar Foundation Research Contributions and the Journal of Risk Insurance. Upon receiving her MBA, she achieved the Financial Analyst position in corporate finance and after the birth of her two children, she worked as a field agent for a life insurance company and an auditor for the State of Florida upon arriving in Florida. After these years of professional experience while her children were young, for fun she led a computer stock investment club where she presented software programs that were then using technical analysis of the stocks. As a Financial Advisor, she founded Triple Crown Wealth Finance. Today, with 30 years of financial experience, she guides families and individuals in crafting personalized financial plans to reach their long-term goals and helps them to manage their investment portfolios. With a focus on retirement planning, Lea helps individuals navigate complex options and develop customized strategies to secure a comfortable future. She is dedicated to helping each client achieve their goals.
 

Lea is a published newspaper writer, presents regularly for clients and prospects hosting information workshops, and enjoys learning. She has served on 501 C3 Boards holding positions of Treasurer, Secretary, and President as well as other association Boards. She has been filmed to be featured on the American Dream television series as a successful businessperson. Lea is known throughout the community as a Fiduciary Financial Consultant. Trusted as an advisor to individuals, businesses, and charitable organizations, Lea is on the same side as her clients. Not at work, you can find Lea enjoying her family, sports, playing pickleball, aerobic exercise classes, walking shelter dogs, or skiing. She has started traveling extensively.

My 30 years of experience as a professional financial advisor and twenty years as a CFP^® may bring ideas to foster IARFC.  I present webinars and seminars regularly to my clients and prospects and would enjoy speaking on behalf of the IARFC. I believe I can support the IARFC by serving, providing ideas that may attract membership, and continue to foster the integrity of the IARFC.