Our wealth management team brings together four dedicated professionals who collaborate to provide thoughtful financial guidance tailored to each client’s goals. We combine investment experience, disciplined planning, tax-aware strategies, and attentive client service to help clients manage, preserve, and grow their wealth over time.

Tracy Leonard's background spans financial services, insurance, and executive leadership, anchored by an M.S. in Operations Management from the University of Arkansas. He's methodical about the work, mapping how each piece of a plan affects the others, laying out the options clearly, and giving clients the room to make their own call. Tracy's role as President of Triple 7 Wealth reflects the same approach he brings to client work: steady, deliberate, and focused on getting the structure right before anything else.

Lori Avant brings a background in business, leadership, and strategic planning to her work with clients, helping them bring the different pieces of their financial lives together. Her work centers on retirement income, tax-conscious planning, and legacy considerations, with an emphasis on coordinated strategies for the years ahead. Lori works with individuals and families across a range of circumstances and has a particular interest in supporting women navigating financial transitions- whether that's a career change, widowhood, divorce, or stepping into decisions they haven't handled before.