Director of Client Services
LeeAnn first joined Cohn Financial Group in 2006 in a case design role, but she transitioned to become the Director of Client Services in April 2012. In 2018, she acquired additional operations responsibilities and continues to evolve as a valued member of the team. Her department provides monthly reporting, portfolio analysis, and benchmarking for corporate and individual clients. In addition, they provide ongoing administration for advanced insurance strategies such as supplemental retirement plans, split dollar, and premium financing. The depth of their expertise in both registered and Private Placement life insurance and annuities is extraordinary in the industry.
LeeAnn is particularly proud of the client advocacy and special attention provided through CFG’s affiliation with M Financial. With M-dedicated client service and underwriting support at several major insurance companies, her department has direct access to people who get the job done. The difference is evident in her team’s faster response times and comprehension of complex transactions.
With over 1000 clients, LeeAnn and her team still provide personal, responsive, and knowledgeable service. “Cohn Financial Group attracts genuinely delightful clients and advisors. Behind the banter is a sincere relationship—they are friends whose names and voices I know when I pick up the phone.”
LeeAnn has a passion for volunteering, especially opportunities to serve foster children. She supports FreeArts of Arizona and Phonetic Spit, organizations which provide creative arts programs to abused, homeless, and at-risk children. LeeAnn also volunteers in various capacities as an active member of the Church of Jesus Christ of Latter-Day Saints.
LeeAnn has a BS in Finance and Management from Utah State University with minors in Accounting and Economics. She holds a Chartered Life Underwriter designation and Series 7 and 66 securities registrations.
Email Leeann at email@example.com