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Leesa Conley

Client Relationship Consultant, RJFS

With over a decade of experience in the retirement services industry as a 401(k) professional, Leesa is dedicated to cultivating strong professional relationships with organizations and individuals served, ensuring they receive the highest standard of attention and support to meet their retirement objectives. In her role, Leesa helps develop participant education programs and conducts both group or individual enrollment meetings, striving to enhance financial literacy for participants and plan sponsors. She partners with third-party administrators to address service-related requests and collaborates with our team of financial professionals at Towne Wealth Management to help design customized strategies that serve the best interest of our plan sponsors and their participants.

Prior to joining our team in January 2026, Leesa was a Retirement Services Officer at Old Point Wealth Management. Leesa is a graduate of Evangel University with a Bachelor of Arts in Business Management. She holds the Certified IRA Services Professional™ (CISP™) certification and the Qualified 401(k) Administrator (QKA®) credential. She and her husband, along with their dog Sissy, currently reside in Hampton, Virginia. Outside of work, Leesa enjoys cooking, cultivating her flower gardens to feed monarchs and hummingbirds, and going to the beach. Leesa is also active in her local church and volunteers her time with Care Net Peninsula, a local pregnancy resource center.