About Us
A Financial Services Firm that Puts Clients First—Always.
Our Dedication to Community Involvement
At Leading Edge Wealth Advisors, we believe in more than just helping our clients build and preserve their wealth. We’re deeply committed to enriching the communities where we live, work, and play. Through our collective experience, knowledge, and integrity, we aim to empower individuals and businesses to thrive—not just financially, but as a vital part of a connected and supportive community.
Our dedication to community involvement is reflected in the leadership roles our team members hold within local organizations, including:
- University of Maryland Baltimore Washington Medical Center: Previous Hospital Board Member
- Baltimore Washington Medical Center Foundation: Previous Board of Directors Chairman; Current Board Member
- Habitat of the Chesapeake: Previous Board Member
- Anne Arundel Conflict Resolution Center: Board Member and Treasurer
- Annapolis Toastmasters Club: President
We actively support these initiatives because we believe that by working together, we create an environment where everyone can grow and succeed. Whether it’s through contributing our time and expertise to local boards or facilitating discussions that bring people together, we’re committed to making a meaningful difference in our communities.
Our Team
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.
PERSONALIZED FINANCIAL PLANNING
ONGOING MONITORING AND ADJUSTMENTS
ACCOUNTABILITY AND DISCIPLINE
Let's Get Started.
Contact us today and see how we can help you achieve your financial goals, both for today and the future.
2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member.
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FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.
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