News

Grinkmeyer and Leonard Wealth Management to Become Grinkmeyer Leonard Financial
Grinkmeyer and Leonard Wealth Management is boasting a new name, Grinkmeyer Leonard Financial! Company cofounder, Valerie Leonard, pointed out, “When Trent and I joined forces, we knew that we didn’t want to settle for the average financial advisory practice. Passion has always been our driving force. Knowledge and expertise is something we crave. Genuine concern and proactive service are of the utmost importance to us. As we look back over the past 10 years of working together, we wanted to celebrate our identity and the things we feel set us apart. We are thrilled to unveil the new Grinkmeyer Leonard Financial featuring an exciting, new brand and look for our growing company!” The name change seeks to incorporate the company’s defined contribution retirement plan division, which offers employer services outside of the wealth management scope. Although wealth management and investment services will still be a core component of the firm, the new name should help employers understand that other financial services are offered as well. “Rest assured,” Valerie says, “we intend to continue our quest to deliver the highest quality services and products to our clients. We just want to look better while doing it!”

Trent Grinkmeyer and Valerie Leonard to Serve on Commonwealth’s Exclusive Retirement Advisory Council
Commonwealth Financial Network® has named Trent and Valerie to its Retirement Advisor Council, an exclusive 22-member group of advisors who specialize in working with qualified retirement plans and exemplify deep knowledge and expertise in this area of the retirement industry. Trent and Valerie plan to actively exchange business planning ideas and collaborate on how Commonwealth can help advisors achieve success in this marketplace as well as help to inform and shape the direction of Commonwealth’s retirement plan offering.