Meet the Leeward Wealth Management team
Financial planning is about more than numbers. It is about people, decisions, and the lives those decisions help shape.
At Leeward Wealth Management, we believe good planning starts with getting to know the person behind the financial picture. Where you are today. What you are working toward. The questions you have along the way.
Kimberly Surber, CFP®, CDFA®
Wealth Advisor - Leeward Wealth West
Leslie Valant, AAMS®, CDFA®
Wealth Advisor - Leeward Wealth East
Different backgrounds. One shared purpose.
We each bring our own experience and perspective to financial planning, but share a belief in thoughtful advice, lasting relationships, and planning that evolves with life.
Our team is here to be a resource through the questions, decisions, and changes that come along the way.