Meet Our Team
Trusted Financial Professionals Focused on Life’s Transitions
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Kimberly Surber, CFP®, CDFA®
- Wealth Advisor | Fort Collins, CO, and Murrieta, CA
Life has a way of shaping us through both its joys and its challenges. I believe our experiences—especially the difficult ones—often become the foundation for the work we’re meant to do.
I grew up in Southern California and was raised by my mom after my parents divorced when I was young. She set the tone for resilience, independence, and the importance of showing up for family—lessons that continue to guide me today. I went on to earn a degree in music and, to this day, still love playing the oboe and English horn. Music taught me discipline, creativity, and the power of listening—skills that show up in my work with clients every day.
Like many people, my path into financial planning came during a time of transition. As I began to look beyond the “starving musician” phase of life, I was introduced to the world of financial advising and immediately felt drawn to the idea of helping others through money.
Leslie Valant, AAMS®, CDFA®
- Wealth Advisor | Florida Keys & Key West
Born and raised in the Florida Keys, Leslie has been assisting individuals and small businesses to reach their financial goals since 2004. She was previously with Edward Jones Investments and Labrum Wealth Management. In 2019, Leslie helped establish Leeward Wealth Management and partnered with J.W. Cole Advisors in Tampa, FL.
Leslie received a Bachelor's Degree from the University of Central Florida in 2003 and currently holds her Accredited Asset Management Specialist designation from the College for Financial Planning.
Her mission is to be a guide to the members of her community to help them achieve their best financial selves. Leslie also enjoys volunteering and spending time on the boat with her husband and son.
Danielle Jones, CFP®
- Financial Planner | Florida Keys & Key West
Danielle Jones is a Certified Financial Planner® who takes an integrated, values-driven approach to wealth management. She believes financial planning should reflect who you are, not just what you own, and partners closely with clients to build strategies that align with both their goals and their quality of life.
Born and raised in the Florida Keys and a graduate of the University of Utah, Danielle earned her CFP® designation through rigorous study and thousands of hours of client work.
Danielle works with a wide range of clients, with a particular passion for empowering women and young professionals who want to take an active role in their finances. She's known for translating complex concepts into clear, practical guidance so clients can make decisions with certainty.
Outside of work, Danielle prioritizes time with family, travel, yoga, scuba diving, and volleyball. She approaches her life and practice with curiosity, intention, and a genuine desire to see people thrive: qualities that define every relationship she builds.
Rayna Dressel
- Client Service Specialist
Rayna Dressel is currently pursuing a degree in Computer Science at the University of Wisconsin–Milwaukee. With a strong interest in both technology and finance, she enjoys exploring the intersection of the two fields and continuously expanding her knowledge of the financial industry. Rayna is passionate about learning the ins and outs of financial systems, processes, and strategies. She takes pride in staying curious, asking thoughtful questions, and developing a deeper understanding of how financial planning can help individuals and families build stronger futures.
As she continues her academic and professional journey, Rayna is excited to grow her expertise while contributing to a team dedicated to helping clients navigate their financial lives with confidence.
Jack VanRens
- Advisor Assistant
I am originally from Green Bay and in 2025 I graduated from the University of Wisconsin-Madison with a degree in Finance and because of that I am driven by a passion for finance and a commitment to helping others achieve their goals.
Outside of work, I enjoy hiking, exploring new cuisines, and spending time with friends.
Christine Surber
- Tech Guru and Advisor Assistant
Christine is currently a student at Colorado State University studying Computer Science. Christine joined the team in 2025 where she applies her computer skills in improving our teams processes and systems. She has enabled some exciting progress and improved the way we are able to connect and share information with our clients.
When she is not working or going to school, Christine enjoys ice skating, anime and gaming with friends online.
WE PUT OUR CLIENTS FIRST
You, your family, and your financial goals are unique. Navigating important life and financial decisions can be challenging, but you don’t have to do it alone. We’re here to guide you every step of the way and help make the process easier with thoughtful planning and trusted advice.