MEET OUR TEAM

Kurt brings more than 30 years of experience spanning the financial services and automotive industries. As a seasoned Wealth Advisor, he’s committed to helping individuals and businesses reach their financial goals with clarity and confidence. Prior to his transition into financial services, Kurt held executive and director-level positions at nationally recognized companies such as Protective Asset Protection and Gulf States Toyota. His career highlights include launching and scaling a finance company, overseeing national dealership networks, and leading major brand initiatives—demonstrating a unique blend of entrepreneurial drive, operational expertise, and unwavering client focus. Today, Kurt draws on this broad experience to guide clients through complex financial decisions with practical insight and integrity.

Jerry has worked alongside clients and their professional advisors for over 49 years to help them crystalize what the client wishes to accomplish. 

Since every client has unique requirements, Jerry has utilized an individualized case development strategy working on a team basis with the client’s professional advisors.  Creating a highly collaborative advisory team helps to ensure clients’ plans are complete, accountable, accurate and priced fairly. 

Jerry and his wife, Lynne, have 3 children and 7 grandchildren.  The children and their families live in North Central Arkansas, Middle Tennessee and Seattle, WA.  Therefore, they find traveling to be a favorite pastime. 

Matt Leahey serves as Associate Financial Advisor at Edison Wealth Strategies. Prior to joining Edison Wealth Strategies, Matt worked as a tax accountant. In this capacity, he assisted individuals and companies with Federal and State tax compliance and consulting issues. He also provided general tax planning, specifically analyzing tax impact.

In addition, Matt earned an Enrolled Agent designation from the U.S. Department of Treasury, Internal Revenue Service. He earned dual Bachelor of Business Administration degrees in Accounting and Finance from Southeastern Oklahoma State University. He holds the FINRA Series 7 and 66 Securities Licenses and Oklahoma Life, Accident & Health or Sickness Licenses.

When he is away from the office, Matt enjoys playing golf and cherishing time with his children, Piper and Westin. Matt and his loving wife Kelly reside in Broken Arrow, OK.

A valued member of our staff, Samuel Loescher serves as Director of Implementation, where he helps ensure estate and retirement plans and firm strategies are carried out efficiently and consistently. He works closely with our financial professionals to move ideas from planning into action, focusing on building strong processes that support the team and enhance the client experience. Before stepping into this role, Samuel spent five years as Director of Business Analytics at Chick-fil-A, leading reporting and data initiatives that supported business decisions and improved overall performance.

Samuel holds a Bachelor’s degree in Finance and is continuing his professional development in comprehensive retirement and estate planning. He is committed to long-term growth in the industry and to building the knowledge and discipline required to serve clients at a high level. Outside of work, Samuel enjoys playing sports and spending time with loved ones.

Patti brings more than 12 years of experience in client service within the financial industry, including over seven years working alongside Isaiah Edison. Prior to entering the financial industry, she spent more than 20 years as a small business owner, an experience that shaped her strong commitment to personal service and building lasting relationships.

In her role, Patti assists clients with all types of service needs and enjoys helping them navigate life transitions and changes along the way. She provides attentive, dependable support, helping to make the client experience as smooth as possible.

Outside of the office, Patti enjoys spending time with her son and her long-haired Dachshund, Rudy. She also loves visiting her daughter, son-in-law, and two granddaughters in Texas.

Lynne brings more than 35 years of experience working with employers to design and customize employee benefit programs. Throughout her career, she led client service and sales efforts for insurance companies and third-party administrators serving large corporate clients, including several Fortune 500 organizations. Her work focused on building strong relationships, delivering responsive service, and helping employers implement benefit solutions that supported their teams.

After retiring in 2008, Lynne continued her professional involvement by supporting her husband, Jerry, in the day-to-day operations of his office, assisting with administration and client service.

Outside of work, Lynne and Jerry enjoy traveling and value time with their children and grandchildren across Washington State, Middle Tennessee, and North Central Arkansas. They are active in their church community and are especially involved in the Miller Sunday School Class.