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About Us

About Leoplex

With Artificial intelligence (AI) becoming increasingly integrated into various aspects of our daily lives, and the financial market is no exception. Leoplex's mastery in the use of AI in securities investment and the financial market at large has quickly gained popularity due to our proficiency and ability to process vast amounts of data at incredible speeds, identify patterns, and make complex decisions in a fraction of the time it takes a human trader. We firmly believe a sound financial plan is the foundation on which financial success is built.

    At Leoplex, the key securities in AI like:

  1. Gold ETF
  2. Copy trading
  3. Cloud Mining
  4. Canabis stock
All make use of machine learning algorithms to analyze market trends and predict future movements. These algorithms can shift through historical data, news and a myriad of other sources to identify potential investment opportunities or risks in the ever dynamic financial market. This level of analysis can empower traders and miners alike to make more informed decisions, reduce the impact of emotional bias which ultimately improve our overall investment returns and also lead to increased efficiency and the ability to capitalize on fleeting market opportunities that a human trader might miss.

Through our comprehensive and holistic approach, we will evaluate your financial picture using our in-depth analysis and recommend a variety of financial markets with precise strategies. While each case is designed independently, they are all treated with the same integrity, respect, and detail-oriented forward thinking that is paramount to the Leoplex experience.

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Meet The Team

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Justin Duft, JD, CFP®, CLU®, ChFC®, MSFS®

Vice President, AI Expert

  • Responsible for the strategic direction, as well as providing a resource for advisors on issues involving tech, social security, business and insurance.
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
  • Earned a BS in business administration from Northeastern University; an MSFS from the American College of Financial Services; and a JD, with a focus on estate, trust, and tax law, from New England Law Boston
  • Has prior experience in positions at Renaissance Insurance Group, John Hancock, and Ernst & Young

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Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

  • Leads a team of consultants that serve as a resource for advisors on issues involving market analysis and educative planning.
  • Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and 63 securities registrations
  • Earned a bachelor’s degree from Endicott College, a JD from the University of San Diego, an LLM (Master of Laws) in taxation with a focus on estate planning from Boston University; and an MS in financial planning from Bentley University
  • Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital.

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Maureen Baxter, MBA, CLU®, ChFC®

Consultant

  • Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and business planning.
  • Holds the FINRA Series 7, as well as the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
  • Earned an MBA from Plymouth State University
  • Has prior experience as an assistant vice president of advanced sales and sales development at Lincoln Financial Group; has also worked at Western and Southern Financial Group, and Jefferson Pilot Insurance Company

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Martin Baker, CFP®

Supervisor

  • Serves as a resource on supervision involving trust, education, business, and market strategies.
  • Oversees a team providing financial planning support through assisting with plan creation, analysis, and recommendations for advisors' clients.
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66 securities registrations
  • Earned a bachelor’s degree in finance from Bentley University

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Krista Teegarden, NSSA®, CPWA®

Senior Market Analyst

  • Serves as a resource for advisors on market related issues deferred compensation and strategies on precise positioning.
  • Is a National Social Security Advisor Certificate Holder (NSSA®), holds the Chartered Financial Consultant® andCertified Private Wealth Advisor® (CPWA) practitioner designations, as well as the FINRA Series 7 and 24 securities registrations and California life, accident, and health insurance licenses
  • Earned a bachelor’s degree in business administration with an emphasis in finance from Biola University
  • Has prior experience conducting research and analysis and implementing advanced market analysis and business strategies with independent advisors

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Steve Fontanet, BCL, LLM, Enrolled Agent

Human Resource Manager

  • Serves as a resource for financial planning issues, including trust, estate, business, education and social security.
  • Spent two years at the University College Dublin in Ireland and the Université Paris Panthéon-Assas in France pursuing a double degree in comparative law and international law, earning the French and Irish equivalent of an American JD. She then earned an LLM in U.S. and international law from the Chicago-Kent College of Law. Obtained
  • Passed the three-part exam to become an enrolled agent (EA), the highest credential awarded by the IRS.

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