Your Valuable Team at
Triple Crown Wealth Finance

WHAT SETS US APART

The office advisors have over 40 years studying companies, investments, and market cycles. There is 20 years accreditation in the insurance industry as a Fraternal Insurance Counselor, 18 years as a Registered Financial Consultant, and 15 years as a CERTIFIED FINANCIAL PLANNER(tm). 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.

Income Distributions Strategies
Fee-Based Services for Objective Advice
Tax Smart Retirement Income Planning
Tactical Allocation
Status and Performance Updates
Monitored Financial Planning Achievement of your goals

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 financial analyst. With experience as 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 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 DEGREES AND CERTIFICATIONS

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

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)

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Debbie Drown

Administrative Manager

Debbie is a native of Florida. Born in Lake Wales, she moved to Bradenton in 1972. She worked during college for Electro Corporation in Sarasota. She began work in Payroll. After graduating from the University of South Florida with a degree in Accounting, she continued her career working for Electro Corporation where she became Payroll Administrator for the department with over 200 employees. At this same company, she obtained Human Resources experience as well working closely with the Human Resources Manager. Debbie was hired away from this position by Well-craft Marine in Bradenton. She worked as Assistant to the Cost Accountant for Well-craft Marine. At Well-craft, she also worked closely with both the Sales Manager and the CEO proving her ability to work successfully with a professional team.

Passionate about her family, Debbie supports her husband’s company and she is successfully raising three daughters. She regularly serves implementing technical assistance, at her church. In her free time, she delights in physical fitness activities and is an avid reader. Debbie’s authentic and trustworthy character adds to the Triple Crown Wealth practice. She has mastered the art of adding a warm personality to every endeavor.

Bachelors of Science (BS) Accounting, University of South Florida

Debbie is not registered with FSC Securities Corporation.

Whitney Johnson

Marketing Manager

The newest member of the Triple Crown Wealth Finance team, Whitney Johnson, was born and raised in a small town of southern Indiana. She attended Southern Illinois University and graduated from the School of Architecture with Honors in 2009. After receiving her Bachelor of Science in Architecture, she was hired by Grant's Gardens in Sarasota, Florida. She worked for three years as a Landscape Design coordinator and was hired by Biological Tree Services in Sarasota, Florida where she coordinated residential landscaping. Her job responsibilities increased into management of residential design landscaping. Average residential landscaping job size was $100,000 with jobs as high as $1,000,000. She was hired by The Artec Group, Inc. in Sarasota as an Analyst for the Manager of Engineering and Contract Construction. It was during this time, she developed an interest in investing and the markets and decided to make a career change.

Whitney has a strong belief in making her community better and her community work is extensive. She has served as a board member as well as an officer board member for several professional organizations. She is currently serving as Chairman of Keep Manatee Beautiful and has been on the Board of Directors since 2014. Whitney is a newlywed and enjoys traveling with her husband as well as studying in her free time.

PROFESSIONAL DEGREES AND CERTIFICATIONS

Bachelor of Science (BS) Architectural Studies
Southern Illinois University, Carbondale
Associate in Science Architectural Studies
Vincennes University
Series 7 (General Securities)

Joan Kuehn

Office Assistant

Joan was born in St. Louis, Missouri and moved to Bradenton, Florida in 2000. After college, Joan started her career in Customer Service with Sunbeam Corporation. She successfully raised two children and rejoined the work force in 1976 working for Chemical Waste Management. During that time, she worked as a Contract Administrator and was promoted to Sales Marketing Analyst for the Midwest Region of CWM. She worked closely with data input personnel, managers of plants, sales reps and Chief Financial Officers. Her customer service work is one of helping, clients and sales representatives. Joan’s attention to detail helps keep the office running smoothly. She has helped in numerous charitable positions and serves her church in Bible Studies and singing in the choir. A people person, she enjoys almost everything in life.

AA: Business>Administration, Lyon’s Township Junior College

Joan is not registered with FSC Securities Corporation.

Check the background of this firm/advisor on FINRA’s BrokerCheck.

Your Valuable Team at Triple Crown Wealth Finance

WHAT SETS US APART

Your Valuable Team at
Triple Crown Wealth Finance