In the wealth management industry, change has become the norm. New firms open their doors every day. Teams at existing firms are shifting faster than ever. And digitalization and AI are rapidly being used to replace the role of customer service delivered by humans.
Here at Leisure Capital Management, we’ve taken a different path: we’ve built a team that stays.
Since founding the firm nearly 25 years ago, Marr, Gideon, and Ray have remained at the core of everything we do. Their shared vision of providing thoughtful, disciplined investing and high-touch client service continues to guide us today. That kind of clarity and consistency has helped us avoid the turnover that many clients experience elsewhere. In fact, aside from John Schaus’ recent and well-earned retirement, we’ve had zero attrition—only strategic growth.
Over the years, we’ve welcomed new team members who continue to bring valuable expertise and energy to our practice. Patrick Maxwell, Avery Wenck, and Eric Shute have infused the firm with fresh ideas and key skills on the investment and marketing sides of the business. Sandra Dick, who has spearheaded our client service team since day one, is now assisted by Christina Todd and Brooke McCaffrey, while Barb Salamoff provides administrative and operational support across the board. (To learn more about each of their roles and backgrounds, visit the About Us page on our website.)
Some of these ‘new’ faces aren’t so new anymore, and each one has played an important role in helping us serve our growing client family better than ever. With each addition, we’ve expanded our capabilities without compromising our driving philosophy: to grow and protect your wealth with care, integrity, and focus—no matter what the current ‘hot’ topics in the investment world may be.
Here’s why this level of stability matters:
Trust is built over time
Long-term relationships allow us to truly understand what matters most to you—your goals, your values, your family dynamics. That depth of knowledge leads to better guidance and a more personal experience.
We don’t just work with you—we work for each other
Every client at LCM has a dedicated advisor, but that’s only the beginning. Behind the scenes, we collaborate constantly—sharing insights, pressure-testing ideas, and drawing from the full experience of the group to shape advice that is well-rounded and time-tested. You benefit not just from one advisor’s perspective, but from the collective intelligence of our entire team.
Institutional memory matters
When you work with a team that knows your history, you get advice with context. Our consistency helps prevent the gaps that can come from staff turnover or siloed thinking. Whether it’s your investment portfolio, your charitable giving strategy, or how to best transfer your wealth to the next generation, we carry your personal story forward—year after year.
Culture compounds
With every addition to LCM, we continue to build on our strong foundation. When we see a need, we expand our team with care, prioritizing people who share our long-term mindset and client-first values. That continuity in culture translates directly into continuity in service.
For us, growth isn’t just about assets—it’s about relationships. And those relationships are only as strong as the people behind them. By remaining grounded in our founding principles and united as a team, we’re able to offer something increasingly rare in the financial world: consistency, clarity, and collaboration that lasts.
Because we believe your financial life deserves nothing less.
