Jonathan P. Leman, CLU®, ChFC®, AIF®, CFP®
Managing Principal | Extension 305
Jon is the principal of Leman Financial Advisors (LFA) and is responsible for the overall direction and management of the company. He is a 1993 graduate of Indiana State University with a BS in insurance and risk management.
Through advanced studies, Jon earned the Chartered Life Underwriter® and Chartered Financial Consultant® designations through the American College in 1995 and 1997, respectively. He also holds FINRA Series 6, 7, 24, and 63 securities registrations through Commonwealth Financial Network®.
In 2003, he earned the prestigious CERTIFIED FINANCIAL PLANNER™ practitioner certification, and in 2005, he graduated with honors with an MBA from the University of Notre Dame. Most recently, he earned his Accredited Investment Fiduciary® designation.
Jon began his retirement planning career in Indianapolis at One America, a retirement consulting firm. In 1997, he returned to Fort Wayne to develop a business partnership with his father, Gary. Since then, Jon has served as president of the Fort Wayne Society of Financial Service Professionals and currently serves as chairman of the Investment Committee for the Community Foundation of Noble County.
Jon has spent his working years trying to find and create the ideal environment for his clients and employees. Jon is very involved in a variety of activities with his two children, Drew and Allie. He enjoy concerts, sporting events, the outdoors, and travel.
Member of the Commonwealth Retirement Advisor Council.
Jonathan P. Leman is proud to have been recognized as a Leaders Level advisor for 2013–2017—a distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Christine E. Pichardo
Senior Client Service Manager | Extension 310
Christine joined Leman Financial Advisors (LFA) in 2010 and now serves as our senior client service manager. She has a dual function of directly supporting Jon, Matt, and Andy, as well as providing great customer service to our clientele. She is originally from Bowling Green, Ohio, and came to Fort Wayne to attend Indiana University-Purdue University Fort Wayne (IPFW), where she graduated with a major in organizational leadership and supervision and a minor in communication studies. While at IPFW, Christine was a member of the women's volleyball team and earned an athletic scholarship. She was also an active participant in the student-athlete leadership committee. Before joining LFA, she assisted in managing all of the day-to-day business affairs at Deer Track Golf Course. Christine and her husband, André, enjoy spending time with their son, Emmett, as well as their family and friends; going to the lake; and doing a variety of sporting activities.
Matthew S. James
Partner | Extension 312
Matt is an investment adviser representative of Commonwealth Financial Network®, and he began working as an investment advisor in March 2002. He previously worked as an accountant with a CPA firm for more than 10 years and also was a controller for Material Handling Company. Matt graduated from Ball State University in 1989 with a BS in accounting. He designs, implements, monitors, and maintains financial plans for those in retirement or planning for retirement. He specializes in tax planning and preparation for clients and has more than 25 years of tax experience. Matt also has an extensive knowledge of telecommunications industry benefits and retirement plans. During his free time, Matt enjoys spending time with his children—Sam, and twins, Jack and Charlie. He also loves coaching baseball, boating, riding his bicycle, and doing various other sports.
Andrew D. Minnich, AIF®
Partner | Extension 302
Andy joined Leman Financial as a partner in the summer of 2014 after merging his practice with the Leman Financial team. He graduated with a bachelor’s degree in finance from the Kelley School of Business at Indiana University in 2003. He has earned his Accredited Investment Fiduciary® designation in addition to FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®). Andy is involved at his church, the Chapel, where he teaches a class on Sunday mornings. Andy and his wife, Hillary, enjoy family activities with their two daughters, Lily and Caroline. He also enjoys playing golf and snow skiing.
J. Shane Downing
Retirement Plan Architect & Trading Specialist
Shane joined Leman Financial Advisors at the end of 2013 in the role of operations manager. He and Christine directly support the practice's three financial advisors, Jon, Matt, and Andy. In his role, he is responsible for many general business functions and provides customer support and follow-up. Jon affectionately refers to him as “Dr. Shane” because he earned a doctorate of chiropractic from Logan College of Chiropractic in 1997. Shane practiced as a chiropractor from 2004 to 2013 in Churubusco, Indiana. While it might seem like a big career change to go from being a health care practitioner to working in financial management, many aspects of both careers are quite similar. Shane used to treat patients in need of skeletal alignment, and now he is using his skills to help our clients ensure that they are financially aligned with their goals. Shane and his wife, Laura, are the parents of three boys, Chase, Nate, and Nick, and a daughter, Gabrielle. In his free time, he stays busy working on his property and attending his sons’ wrestling meets.
Whitney B. Perrine
Client Service Specialist | Extension 301
Whitney began her career with James & Minnich Financial in 2011 and came over with Matt and Andy when they joined Leman Financial. She is happy to assist you with any general administrative or service needs. Whitney graduated with a degree in business marketing from the University of Saint Francis in Fort Wayne, Indiana. She was an active member of the business club, SIFE, and took a school trip to Europe. Outside of the office, Whitney enjoys traveling, going to concerts and Tough Mudders. She also loves spending time with family, friends, her dog, Kedo, and playing Euchre with her grandfather.
Courtney M. Rose
Administrative Assistant | Extension 409
Courtney joined the Leman Financial Advisors (LFA) team in the fall of 2017. She'll be the first to greet you when you contact us, whether in the office or over the phone. She is happy to assist you with any general administrative or service needs. Courtney graduated with an associate’s degree from Santa Fe College in Gainesville, Florida. Before joining LFA, she was a customer care coordinator and activities director at Heritage Park. Courtney and her husband, Jacob, enjoy spending time hiking and camping with their two huskies, Strider and Oakley. She also loves spending time with family and friends and making crafts to sell at local craft shows.