Scott has been working exclusively with high net worth individuals for 25 years. His expertise as a planner and educator is sought after throughout the financial services industry. He has presented motivational seminars throughout the United States using both photography and magic as a technique to delve into some of the life issues that are a part of people’s lives.
Sharon has a vast experience of office management and client service expertise. Her expertise in computers and networking is key factor as the financial planning practice is becoming paperless and relying more and more on the use of technology. Clients will not only have access to their accounts but our office will have instantaneous access to daily closing values on all accounts held with our managers.
Donald Werner considers himself a lifer in the field of financial planning. He studied finance formally in college and has followed it consistently since then. He has been a conscientious investor for 35 years, both personally and with family investments. Thus, it was a natural transition for him when he decided to move into professionally advising clients as an Investment Advisor Representative. Prior to making this shift, Don managed small businesses in the US and the Bahamas, helping the owners focus their strategy on their customer base and fine tune that strategy over time.
Scott Lebin and Don Werner are Investment Advisor Representatives with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Security product and services are not offered through TFA. Lebin Financial Planning is not affiliated with TFA.