Lea is the Client Services Manager at LoCascio Hadden & Dennis, working primarily with 401(k) profit sharing clients and individual investment clients.

Prior to joining LoCascio Hadden & Dennis, Lea worked at 40|86 Advisors as a financial analyst in the trading room. Lea has over 10 years of experience in the institutional securities field through her positions as a financial analyst in the securitization department at Union Acceptance Corporation and as a financial analyst and client liaison at Conseco Capital Management.

Lea has experience in a variety of projects with employers and employees which include:

• Request for proposal preparation and analysis
• Preparation for employee retirement plan meetings
• Preparation for employee and employer education meetings
• Preparation for Corporate plan reviews
• Preparation for Individual investment and retirement planning

Lea graduated from Indiana University with a bachelor’s degree in Business Administration, with majors in Finance and Economics.

losborn@LHDBenefits.com
(317) 705-1563

For more information on our Retirement Consultants, visit us at lhdretirement.com