Meet the LeClair Team

At LeClair, our strength is our team—experts in wealth, tax, business, and investments—guiding families with clarity and purpose.

Our Team

Steven
E. LeClair

CEO/Founder
CFP® CEPA®

Caryn
Suffredini

COO and Managing Director

Lou
Laconetti

CFO and Managing Director

Lauren
Matthiessen

Wealth Advisor
CFP® CEPA®

Mitchell
Towne

Wealth Advisor
AAMS

Jodi
McMillan

Senior Client Associate

Robert
Mazzocco

Director

Sari
M. LeClair

Marketing Director

Why Our Team Stands Out

Experience You Can Trust

You’ve built your success through hard work, vision, and 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, and 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.

Solutions for Families & Business Owners

Your financial life is complex—whether growing a business, protecting wealth, or planning ahead. You need a partner who understands your challenges and aligns every solution with your goals.

LeClair provides clarity and expertise across wealth management, business strategy, and exclusive investments.