Our Team

Katrina brings over two decades of experience advising successful individuals and families on investment management, tax-efficient wealth strategies, and multi-generational legacy planning.

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

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.

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.