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Meet the
LeClair Team

Our Team

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    Steven E. LeClair
    CEO/FOUNDER
    CFP®, CEPA®
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    Caryn Suffredini
    COO and Managing Director
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    Lou Iaconetti
    CFO and Managing Director
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    Lauren Matthiessen
    Wealth Advisor
    CFP®, CEPA®
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    Mitchell Towne
    Wealth Advisor
    AAMS™
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    Jodi McMillan
    Senior Client Associate
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    Robert Mazzocco
    Director
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    Sari M. LeClair
    Marketing Director

Why Our Team Stands Out

You’ve Built Your Success Through Hard Work, Vision, & the Right Decisions at Critical Moments. At LeClair, We Understand That You Need More Than Just Advisors - You Need a Team That Shares Your Commitment to Growth, Innovation & Legacy.

Our team brings decades of experience across wealth management, business advisory, and investment solutions, always staying ahead of industry trends to meet your specific needs. We focus on what matters to you - strategic insights, forward-thinking solutions, and a true partnership that empowers you to achieve your goals. When you work with LeClair, you're not just gaining a team - you’re gaining a trusted ally who is dedicated to navigating your challenges and helping you capitalize on every opportunity ahead.

COMPREHENSIVE
SOLUTIONS FOR FAMILIES
& BUSINESS OWNERS

Your financial journey is complex, whether you’re growing a business, protecting family wealth, or planning for the future. At every stage, you need a partner who understands the challenges you face and provides solutions that align with your goals.

LeClair is here to guide you, offering clarity and expertise across wealth management, business advisory, and exclusive investment opportunities. Together, we’ll help you achieve your vision, ensuring your success today and for generations to come. Take the first step with us and let’s build a future that honors your legacy and drives your continued growth.