About Us

About Lessard Wealth Management

A Trusted Partner for Life’s Financial Transitions

At Lessard Wealth Management, we specialize in helping successful individuals, business owners, and multi-generational families navigate the complexities of wealth. With decades of experience managing significant wealth, we understand that your financial life isn’t just about investments — it’s about preserving what you’ve built, creating lasting impact, and ensuring your wealth supports both your lifestyle and your legacy.

Our Approach

We believe every client’s financial journey is unique. That’s why we take a personalized, relationship-driven approach to wealth management — aligning every aspect of your financial life to your goals, values, and evolving needs. By working closely with your legal, tax, and estate planning professionals, we help ensure your wealth strategy works in harmony across all areas of your life.

Our focus is not only on managing your investments, but on providing proactive guidance through every financial transition — whether you’re building wealth, preparing for retirement, selling a business, or planning your legacy for future generations.

Guiding Your Wealth Through Life’s Transitions with Precision and Care

We combine deep financial expertise with personalized guidance, helping you navigate life’s major transitions with clarity and confidence. By understanding your unique goals and evolving circumstances, we design a tailored strategy that adapts with you. Our collaborative approach ensures your wealth, investments, and estate plans work in concert — with seamless coordination alongside your legal, tax, and estate planning professionals.

Meet the Team

^{President & Founder}Katrina C. Lessard, CFP^®, AEP^®

Ms. Lessard is the founder of Lessard Wealth Management. She graduated from the W.P. Carey School of Business at ASU with a Bachelor’s degree in Economics and a minor in French. Katrina currently holds the CERTIFIED FINANCIAL PLANNER^™ certification and the Accredited Estate Planner Designation^®.

With over two decades of experience, Katrina recognizes that your financial goals are as unique as you are. She meticulously crafts personalized wealth strategies that align with your aspirations, focusing on generating sustainable wealth while addressing your risk tolerance and time horizons. Katrina employs sophisticated tax strategies to optimize your financial outcomes, reducing tax burdens and preserving more of your hard-earned wealth. She also understands the importance of safeguarding your legacy. She collaborates with estate planning professionals to create comprehensive estate plans that ensure a seamless transfer of wealth while addressing complex family dynamics and philanthropic intentions.

Katrina believes in preparing the next generation for financial stewardship. She offers tailored family meetings, cultivating financial literacy and responsible wealth management skills among your heirs, fostering a legacy that spans generations. Katrina delivers a white-glove client experience, characterized by personalized attention and prompt responses. Your financial well-being is her top priority, and she is committed to addressing your needs with the utmost care and discretion.
Katrina is an active member of Central Arizona Estate Planning Council and the Financial Planning Association of Greater Phoenix.

Katrina has lived in Arizona since 1982. She is active in non-profits and volunteers her time in community activities. Katrina served on the Historical Advisory Committee for the Town of Paradise Valley (2018-2021). She also served as President for the Town of Paradise Valley Women's Association in 2021.

Katrina enjoys traveling, photography, reading/learning, spending time with family/friends, and snuggling her Maltese fur babies!

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Julia Rehorik, CSS

Client Service Specialist

julia@lessardwealth.com

Julia is dedicated to enhancing the client experience by overseeing account operations, coordinating service needs, and providing responsive support alongside the advisory team.

Christopher Darat, CFP®

Financial Planner

christopher.darat@lplfinancial.com

Chris partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals.

Tucker Lessard, CCO

Chief Comfort Officer

Known for his signature tail wags, love of cozy spots, and natural ability to brighten the room, Tucker brings his own special charm to the Lessard Wealth experience whenever he’s on duty.

Schedule Your Private Consultation

Let’s schedule a private call to review your goals, talk through your concerns, and see how we can support you through life’s financial transitions.