Dina Leader, CPA, CFP®
As a Wealth Manager at Fairway I grow and manage client relationships while also supporting other lead advisers with reporting and support for their clients. I am passionate about helping clients build a plan to reach their financial and personal goals and then supporting them as they work towards that point.
I began my career and spent 16 years at Deloitte Tax in Cleveland, focusing on tax consulting and compliance services. While at Deloitte, I built strong working relationships with Dan, Mark and C.J. and those relationships are what brought me to Fairway in 2016. With my background in public accounting and an interest in investment management, transitioning to Fairway and a career in wealth management was a natural fit. The role our firm plays for our clients as a personal CFO allows me to utilize both my tax background and passion for financial planning.
I live in Westlake with my two boys. They are both avid athletes who play football, basketball and baseball. Their sports and related activities keep us extremely busy throughout the year. We look forward to our family beach vacations. Destin, Florida is one of our more recent favorite locations