Minnette Leoni, FPQP® (She/Her/Hers)

Minnette Leoni, FPQP® (She/Her/Hers)

Office Manager and Financial Paraplanner Qualified Professional

“The world needs dreamers, and the world needs doers. But above all, the world needs dreamers who do.”

- Sarah Ban Breathnach

As the Office Manager for Family Wealth Management Group for the last several years, Minnette has provided customer service for our clients, maintained compliance for our staff and managed our calendars on a daily basis.  In May of 2021, Minnette completed her course work and certification to earn the designation of Financial Paraplanner Qualified Professional (FPQP®) through Kaplan College for Financial Planning.  In her new role as Office Manager, FPQP®, Minnette continues to provide daily customer service to our clients and adds the responsibility of assisting Laura in preparing Financial Plans for our clients.

Caring, Dedicated Professional

Minnette works remotely from her home in the northwest Chicago suburbs in Illinois.  She has more than 20 years experience in office administration in a variety of industries including medical offices, a drug and alcohol treatment facility, a major hotel chain, and internationally based corporations. In her administrative roles, she has managed payroll and benefit administration, coordinated national sales events, relocated US headquarters for an international manufacturing group, and managed special events for Fortune 500 corporations and several charitable organizations.

Her professional approach, caring nature and dedication make her well suited to working with our clients. She believes that people of all ages, from all walks of life, appreciate and respond positively to being treated with dignity and respect.

Get to Know Minnette

In her free time, Minnette enjoys costuming for local theater groups, volunteering in her community, reading and boating with her family. She currently lives in northern Illinois with her husband, two kids who are attending Illinois State University, and the family dog, Sophie. Her family hopes to relocate to north Georgia or Florida in the future.