Just like you, we focus on our strengths

You’ve grown successful by focusing on what you do well, be it analytical talents, an eye for savvy business ventures, or determination that can’t be beat. Understanding those natural advantages (and realizing limitations) can often turn an “almost had it” misadventure into a runaway success.

Our team is no different

We acknowledge and celebrate the traits that make our firm – and the advisors within – a unique, premier financial services team. While every partner has experience in client relations, investment management, portfolio building, and retirement plans, we each focus on and bring something special to the table.

Spencer Neal, AIF^®, C(k)P^®

As a founding member of Leading Edge Wealth Advisors, Spencer specializes in providing clients with expert retirement planning and wealth management advice. He brings more than twenty-five years of experience and a unique passion for financial services to the group, becoming interested in investing at a young age because his parents stressed the importance of saving.

James Denora, CPA, CFP^®

As a founding member of Leading Edge Wealth Advisors, Jim specializes in providing clients with comprehensive advice by helping to educate them and by evaluating their financial situation on an ongoing basis. He utilizes his corporate finance background to treat each family’s finances as he would a business.

Shar Gogerdchi, CFP^®

Shar’s commitment to Financial Planning is evident in his passion for delivering high level personal service and customized client solutions. Shar helps individual clients and small business owners achieve their financial goals. Whether those goals are complex or just getting started, being a Certified Financial Planner™ professional makes him uniquely qualified to help clients navigate all of life’s financial decisions.

Paul Brockett, CRPC®

Paul Brockett has been in the financial services industry for 20 years.  He started his career in Anne Arundel County assisting individuals in our local school system.  In 2008, he earned his Chartered Retirement Planning Counselor certification (CRPC) from College for Financial Planning.  Now, he specializes in retirement planning and wealth management advising.

Angelic Carroll, Office Administrator

Angelic has almost twenty years of client service in various industries.  Most recently, she worked over two years for a national brokerage firm as their Client Service Specialist.   Her positive client feedback and high client survey results won her their national client service award in August 2020.  At Leading Edge Wealth Advisors, she will help our client experience both directly with clients and administrative tasks behind the scenes.

Angelic is a graduate of Tulane University in New Orleans, earning a B.A. in Political Economy.    A Navy- Florida native, she placed roots in Maryland twenty-five years ago.  Angelic, her husband Mark and two children, Brent and Evelyn live in Annapolis.