When the year 2020 gives you lemons, you turn them in to lemon-colored dance shoes!?! Well, you do if you are Amy Leis, Phd, CFP(R), Leadership Council Member, Charter Member and grant review chair of Impact100SJ.
Since the pandemic started, Amy took up competitive pro-am ballroom dancing (complete with mask and face shield) and has waltzed her way to being ranked 10th in the country. No surprise, since Amy puts that same focus and determination into whatever she does, whether it is keeping up with a rambunctious 9-year-old daughter, supporting the non-profits of South Jersey or maximizing the profits of her financial clients.
Back in 2017, Amy mentioned to her friend Patti Withington that she wanted to be more involved in South Jersey philanthropy. Patti shared that she was involved with a group of like-minded women that were creating a new collective giving organization so Amy cha cha cha-ed her way over to the kitchen table of Theresa Divietro where the early planning session took place and has been involved ever since.
Amy has over 15 years of experience in the financial services industry. In 2019, she founded Juno Wealth Management. Amy works with families and business owners. Her specialization is in Sudden Wealth including inheritance, divorce, sales of business, legal settlements, and athletes/entertainers. Her clients appreciate the boutique experience, comprehensive planning process, and creative wealth solutions.
Amy has applied that expertise to the financial review committee. This committee analyzes the financial health of the applicants, ensuring the donations of all the members will end up with a non-profit that will be fiscally responsible. She finds it especially gratifying to work with the committee members, and is willing to help others learn about reviewing financial records. For Amy, giving back to her community will always be a priority.
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[…] Committee. There she was super impressed by the level of skill and professionalism that Amy Leis and other members brought to the meetings, but also appreciated how helpful they were to those […]
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