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Our Team


What Sets Us Apart

Our office listens to you, learns your goals and then analyzes your portfolio, your insurances, your position and makes recommendations to help meet your goals.

Portfolio management, planning and preservation are the Triple Crown solution to help guide your financial future. Our office seeks to have a higher standard of excellence toward meeting our clients’ objectives and goals. Our Three Step Plan for your independent financial future may have a lasting positive impact for you, your family, and your heirs. It is completed with the highest ethical standard protecting your privacy doing what is right for you at all times.

  1. Income Distributions Strategies
  2. Fee-Based Services for Objective Advice
  3. Tax Smart Retirement Income Planning
  4. Tactical Allocation
  5. Status and Performance Updates
  6. Monitored Financial Planning Achievement of your goals

Lea Smith Johnson, CFP® Photo
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Lea Smith Johnson, CFP®

President & Founder
Lea Smith Johnson

Lea Smith Johnson

President & Founder


Lea is the President and Founder of Triple Crown Wealth Finance. She was a Graduate School research Assistant to the Insurance Department for the now Dean Emeritus of the Pennsylvania State University. She worked for the author of “Relationships Portfolio Theory to the Regulation of Insurer Solidity”. This study was based on the A. M. Markowitz, Diversification of Investment, and W. F. Sharpe, “Portfolio Theory and Capital Markets.” The study was published in both the American Bar Foundation Research Contributions and the Journal of Risk and Insurance.


She has professional corporate experience working for a Fortune 500 Company, Ford Motor Company, as a financial analyst. With experience as a tax auditor for the State of Florida and an independent financial representative for Financial Services Corporation, she founded Triple Crown Wealth Finance. As Founder and President, Lea brings many years of experience and knowledge in portfolio selection, financial planning, and insurance. She is dedicated to each client achieving their goals. Analytical ability along with her extensive studies in economics enables and supports her interpretation of investment cycles for appropriate portfolio allocations.

Lea is a published writer for the Bradenton Herald. Prior to the real estate crash, she wrote an article, which was published, explaining there was a bubble in the Real Estate industry that would not continue and why. She is active in the community both professionally and socially. She served as both Treasurer and President for the Manatee County National Association of Insurance and Investment Advisors. She is a current member of the International Association of Registered Financial Consultants and a member of the Estate Planning Association of Manatee. She was a leader for Manatee County Computer Investment Club for many years, where she presented software programs using technical analysis of stocks. Lea is known throughout the community as a Christian Financial Consultant. Trusted as an advisor to individuals, businesses, and charitable organizations, Triple Crown Wealth Finance is on the same side as the client.

Professional Certifications, Licenses & Degrees

  • Certified Financial Planner™ (CFP®)
  • Registered Financial Counselor (RFC®
  • Fraternal Insurance Counselor (FIC) 
  • Investment Advisor Representative (IAR) 
  • Retirement Planning Specialist, MN 
  • Accounting, University of California, CA 
  • Finance Major, (MBA) Highest Honors, Pennsylvania State University, PA
  • Bachelors of Science (BS) Business
  • Highest Honors Penn State University, PA
  • Graduate Research Assistant, Pennsylvania State University, PA
  • Certification in Teaching, Pennsylvania State University, PA
  • Certification American College of Sports Medicine 
  • Series 7 (General Securities)
  • Series 24 (Principal Securities)
  • Series 63 (State Blue Sky)
  • Series 66 (Investment Advisor)
  • Life, Health, Variable Annuity
  • Real Estate License (California)
  • Beta Gamma Sigma

view Lea's CV

CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Teresa Ciceron Photo
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Teresa Ciceron

Administrative Associate
Lea Smith Johnson

Teresa Ciceron

Administrative Associate