Without bias and with over 100 years’ collective experience, Lesjak planners select the best from a universe of individual money managers and mutual funds.
David Lesjak, CFP®
Dave was born in 1957. Dave is the President and a Director of LPC. He is a graduate of the College of Financial Planning, Denver, Colorado, where he received a degree as a Certified Financial Planner. Mr. David Lesjak has been the President of LPC since 1995 and a Director since 1980. Prior to becoming President, he was Vice President since starting the firm in 1980.
Michael Lesjak, CFP®
Mike Lesjak was born in 1960. He is the Vice President and a Director of LPC. He is a graduate of the College of Financial Planning, Denver, Colorado, where he received a degree as a Certified Financial Planner. Mr. Michael Lesjak has been the Vice President of LPC since 1995 and a Director since 1987. Prior to becoming Vice President, he was Secretary since joining the firm in 1985.
Marc Thomas, CFP®
Marc Thomas was born in 1974. He is a Certified Financial Planner and joined LPC in July of 1999. Marc earned his Certified Financial Planner Designation in July of 2002. His degrees include both a BS in Finance and MBA in Finance from the University of Akron, Ohio.
Nathan Gist, CFP®
Nathan Gist was born in 1980. He started at Lesjak Planning in July of 2002. Nathan graduated from Strongsville High School in 1998 and from The Ohio State University in 2002. Nathan earned his Certified Financial Planner Designation in August of 2005.
Kathy Bruckner, Financial Paraplanner
Kathy joined Lesjak Planning in February of 1994. In November of 1995 she obtained her para planner’s license. At this time, her primary role is to service client accounts and process billings. Prior to that, Kathy was a Series 7 licensed representative for a brokerage firm and worked in corporate banking. Kathy graduated from Cleveland State University with a Bachelor’s Degree in marketing.
Kevin Lesjak, Planner Assistant
Kevin Lesjak was born in 1990. He started at Lesjak Planning in January of 2012. Kevin graduated from St. Edward High School in 2008 and has a BS in Business. Kevin is currently working towards obtaining his Certified Financial Planner designation.
Karen Grabinski, Financial Paraplanner
Karen started with Lesjak Planning in 1989. In May of 1991 she obtained her para planner’s license. She is responsible for preparing client’s statements and working on special projects.
John Lesjak, CFP®
John was born in 1926. He is a graduate of the College of Financial Planning, Denver, Colorado, where he received a degree as a Certified Financial Planner. Mr. John Lesjak was the president of Lesjak Planning since starting the firm in 1980 until 1995. John retired from the firm on December 31, 2014.