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Your Valuable Team at
Triple Crown Wealth Finance

Who We Are Video

WHAT SETS US APART

The  office advisors have over 42 years studying companies, investments, and  market cycles. There is 22 years accreditation in the insurance  industry as a Fraternal Insurance  Counselor, 20 years as a Registered Financial Consultant, and 17 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.

  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 Photo Lea Smith Johnson Hover Photo
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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 CERTIFICATIONS, LICENSES and DEGREES
Certified Financial Planner™ (CFP®)
Registered Financial Counselor (RFC)
Fraternal Insurance Counselor (FIC)
Investment Advisor Representative (IAR)
Retirement Planning Specialist, MN
Series 7 (General Securities)
Series 24 (Securities Principal)
 


Series 63 (Uniform Agent State Law)
Series 66 (Investment Advisor)
Life, Health, Variable Annuity
Real Estate License (California)
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













 


     


  




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Debbie Drown Photo Debbie Drown Hover Photo
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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 Photo Whitney Johnson Hover Photo
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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 Photo Joan Kuehn Hover Photo
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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.