Leah Schulte, CFP®, LPC

Leah Schulte joined Waverly Advisors as Partner, Wealth Advisor in September 2025 bringing fresh energy and a commitment to excellence. Leah is a financial advisor, tax specialist, and licensed mental health therapist with over 13 years of experience helping individuals, families, and businesses navigate the deeply personal world of money. Her unique, holistic approach blends financial expertise with emotional insight, recognizing that identity and finances are profoundly connected. Leah’s mission is to empower clients not only to achieve their goals but to understand how money shapes their lives, relationships, and sense of self.

Outside of work, Leah finds joy in her Renaissance Man of a husband, RJ, and their two cheeky sons—Chi, a curly-haired human child, and Oz, a sleek and dramatic Shih Tzu. Whether she’s running long distances, composing piano concertos, dominating board games, or crafting elevated comfort food from scratch, Leah brings creativity and curiosity to everything she does.

She and her family operate A Special Rescue, a 501(c)(3) nonprofit dedicated to healing and growth for animals and the humans who love them. Together, she and RJ also run The Next Adventurous Child, LLC, building natural playgrounds for nonprofits, parks, and schools.

Education:

• DePaul University, bachelor’s in business administration
• Xavier University, master’s in clinical Mental Health Counseling
• Certified Financial Planner®
• Licensed Professional Counselor (LPC)

Ask me about:

• Anything—especially trivia. She’s always up for a challenge.