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After receiving his Masters degree in Education from the University of Bridgeport, Leonard spent three years serving as a teacher and football coach in the public school system. He later spent time working in the healthcare industry as a consultant providing solutions for hospitals and physician practices to better serve their patients. Those years as an educator, consultant, and coach provided the foundation of the educational approach Leonard now uses with clients to simplify the complexities of insurance and financial planning. Today Leonard utilizes an educational process that is built on the three main pillars of financial stability and prosperity, (liquidity, income, and protection), to help clients plan for and achieve their financial goals and dreams. Acting in a fiduciary capacity that puts clients’ interests first. As a Wealth Managers, LLC Financial Advisor carrying Series 65 and Health & Life licenses, Leonard is uniquely qualified to help you achieve your financial goals and dreams.
Leonard lives in Somerset, NJ with his wife Nicole, son Brock, and daughter Cienna. When not working Leonard and his family spend time together at the beach, hiking, and cheering their son on at his football and lacrosse games, and their daughter at her soccer tournaments and track meets. They are active members of Calvary Chapel of Old Bridge and are supporters of The Fellowship of Christian Athletes where both children are involved in student leadership. Leonard attended The University of Connecticut for his undergraduate studies where he achieved Academic All-American status and was a 4-year letter winner as a member of the Huskies football team.
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Shawn C. Everett is the President of Wealth Managers. Shawn has been in the financial industry for over 25 years, many of which were spent as a partner in one of New England’s largest independent financial planning firms.
Shawn’s daily responsibilities include getting to know who each client truly is, and searching out present investments that will help meet their needs and financial objectives. Over the years, Shawn has prided himself on focusing his time and his efforts in the ongoing cultivation of client relationships, managing clients’ portfolios, watching the markets, and researching new investment offerings.
As the founder of Wealth Managers, Shawn’s desire was to create a sound financial firm that was also socially conscious; therefore each year our firm gives back to local communities as well international charities.
Joseph Chabot is guided by the belief that every person’s story deserves to be heard and understood. He approaches each relationship with genuine curiosity and care, taking time to learn what matters most to clients and using that insight to form a complete picture of who they are and create a truly customized approach to their financial goals. As a husband and father of four, Joseph values connection, integrity, and understanding; principles that shape the way he serves every client
“People don’t care how much you know until they know how much you care.” — Theodore Roosevelt
Ericka is a Senior Service Advisor at Wealth Managers LLC, where she is dedicated to building meaningful, long-lasting client relationships and delivering a high level of personalized service. She takes pride in helping clients feel confident, informed, and supported at every stage of their financial journey, particularly as they plan for retirement with strategies designed to balance security, growth, and legacy.
With a background spanning both the public and private sectors, Ericka brings a depth of experience to her role. She has worked with respected organizations including UBS Financial Services, Thrivent Investment Management, Thrivent Financial, and the Towns of Simsbury and Southington. This diverse experience provides her with a well-rounded perspective and a steady, thoughtful approach to client care.
Holding her Series 7 license and having passed the Series 66 exam, Ericka is registered to provide advisory services in Connecticut. She plays a key role in supporting the firm’s holistic financial planning process, working closely with clients and advisors to ensure strategies are implemented with precision, care, and clarity. Known for her attention to detail and calm professionalism, she helps translate complex planning into an experience that feels clear and
manageable.
Outside of the office, Ericka is a devoted mother to her son, Lincoln, and daughter, Ruby—whom she considers her greatest blessing. You’ll often find her on the sidelines watching Lincoln play football while Ruby cheers him on with her cheer team. Ericka enjoys being outdoors, working in her yard, soaking up the sun, and spending time at the beach with her children. Known for her creativity and positive energy, she brings the same warmth and enthusiasm to her work that she brings to her life.
At Wealth Managers, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
You want clarity about your financial future. Whether you’re planning for retirement, saving for college, or protecting your family, you shouldn’t have to make these decisions alone. Our advisors have guided many people through the same questions, and we’ll help you create a plan that fits your goals and your situation.
Our Mission, the reason we exist, Is To Provide high Quality Services And Financial Strategies To Our Clients.”
Provide experienced, non-biased financial advice to our clients
Treat our clients with courtesy and respect at all times
Standout as dedicated financial professionals
Be a trusted resource and advisor
Always do what is right for our clients
Provide excellent customer service
Help make our community a better place to live and work
Conventional behavior tends to bring conventional or average results. We believe that being different can help achieve better outcomes. If investing were easy then everyone would be rich, and as we all know, everyone is not rich. As Charlie Munger of Berkshire Hathaway fame has stated: “It’s not supposed to be easy.”
We believe that in order to be a successful investor, you need the strength to diverge from the herd and to stand by your convictions.
As Warren Buffet has said: “To succeed in a spectacular fashion you have to be spectacularly unusual.”
As Howard Marks from Oaktree Capital Management, L.P. has stated: “I’m convinced that everything that’s important in investing is counter-intuitive, and everything that’s obvious is wrong” - we agree.
Being independent allows us to recommend the appropriate investment ideas to our clients. No proprietary products & no corporate quotas.
No parent company or conglomerate dictating policies from an ivory tower
We give back to our local community as well as to national & international non-profit organizations.
Our team of seasoned, knowledgeable investment professionals have nearly a century of collective experience.
In fact, we are miles away from Wall Street. This helps us to think for ourselves and tune out the static from New York.
Services offered through Regal Investment Advisors, LLC, and SEC Registered Investment Advisor, Regal Investment Advisors and Regulus Financial Group are affiliated entities, Wealth Managers LLC is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Please note that Wealth Managers LLC, does not provide tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Hyperlinks on this site point to websites not affiliated with Regal Investment Advisors, Regulus Financial Group, or Wealth Managers, LLC. These links are provided as a convenience only. Regal Investment Advisors, Regulus Financial Group and Wealth Managers, LLC disclaim any responsibility for the accuracy of the information on those other websites.
