Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

Leonard Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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William Leonard Founder

William Leonard entered the business when he became responsible for his mother’s finances and income plan. The frustrations he experienced in the process, including a lack of service and conservative options, motivated Bill to take the lessons he had learned to help other families in need.

Bill founded Leonard Advisory Group to fill in the gaps he saw when helping his mother plan for retirement. Bill focused much of his career on the insurance and annuity industry. As an independent advisor, he helped thousands of retirees and pre-retirees face the financial challenges that lie ahead with confidence.

Since 1996, Bill has worked in a variety of capacities, gaining valuable experience with insurance. In 2007, he became an independent consultant, focusing on income protection and retirement planning.
Bill was an honorary host of the “Protecting Your Profits” radio show on 94.5 3WS Pittsburgh and a weekly guest on the national broadcast “Financial Safari” radio show heard locally on NewsTalk 104.7 FM. He has also been featured on WISR 680 AM and WORD FM.

In his free time, Bill enjoys traveling, boating, skiing, hiking, biking, restoring antique vehicles and spending quality time with family, friends, and clients. He has been married to his wife, Cindy, for almost 40 years. They have three children: Zach, Josh, and Zoey, as well as a crazy border collie named Sweep.

After over 25 years assisting families transition into retirement Bill is excited to transition himself into retirement at the end of 2022.

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Josh Leonard President and Financial Advisor

As President and Financial Advisor at Leonard Advisory Group, Josh is focused on developing an intentional vision with each client of an ideal retirement then providing guidance and solutions to help them meet that vision.

Josh first dipped his toes into the Financial Services industry to help Bill out in his newly established business while in Middle School and High School. His initial roles included pro envelope licker and wearing Dad’s old suits to help check in guests at public workshops. While attending Baldwin-Wallace University in Berea, Ohio he double majored in Finance and Political Science. Josh studied abroad at Hong Kong Baptist University, giving him insight into foreign markets and political structures.

Josh became a licensed financial services professional as an intern at Northwestern Mutual in Cleveland. During his internship he had several discussions about the industry with Bill and eventually decided to join the Leonard Advisory Group in August of 2011.

Josh has been a contributing author to Kiplinger.com, featured on the "Protecting Your Profits" Radio Show as a guest speaker, and hosts regular retirement seminars and webinars. He holds a life insurance license and has passed his Series 65 securities exam. He is a passionate lifelong learner, always exploring new areas of personal finance and investing.

Josh and his wife Yana have two sons Elijah and Isaac and Layla, a golden retriever. He coaches youth soccer, enjoys running, biking, swimming, and making the most of beautiful Southwest Michigan year-round. He is currently training for the 2023 IRONMAN 70.3 Steelhead.

Desiree Hoosac

Client Service Specialist

Cindy

Client Service Specialist

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting
today or register to attend a seminar.

Or give us a call at 412.998.7526.