Leah Wheeler brings her North Country roots and strong sense of community to her work as a financial advisor. Growing up in St. Regis Falls, she was inspired by her father’s example as a construction business owner—learning early on the value of hard work, integrity, and helping others succeed. Those lessons continue to guide her approach to financial planning today.
Leah graduated from SUNY Oswego with both a Bachelor’s degree in Psychology and an MBA, combining her understanding of human behavior with strong financial insight. She uses that blend to help individuals, families, and business owners make confident, informed decisions about their financial futures. After living in Oswego for five years, she decided it was time to move closer to her family.
Leah’s passion for advising comes from her belief that everyone deserves a clear plan and a trusted partner to help them reach their goals—whether that means building wealth, protecting what they’ve earned, or planning for the next chapter of life.
Outside of work, Leah enjoys spending time outdoors with her family—especially hiking in the Adirondacks, exploring new trails, and taking in the natural beauty that makes upstate New York so special.