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Kelly OlczakProfile Photo

Kelly Olczak

Managing Partner, Private Wealth Manager

Kelly’s path to establishing an entirely different type of firm began in 2005, when she became a financial advisor out of her desire to help people feel empowered to achieve good things in their lives. In 2009, she received her CFP® certification. She worked for a number of years at a large, name-brand investment firm where her work ethic coupled with her genuine desire to connect with people and build authentic, caring relationships resulted in Kelly growing significant accounts and being promoted through the ranks.

By 2016, Kelly recognized the time was ripe for her to set out on her own. She and her partner Becky created LynnLeigh & Company because their due diligence revealed that the financial services industry was not really focused on the individual investor’s best interest. These principles supported her goals of helping clients feel comfortable asking questions about investments and financial planning while delivering full transparency on financial advisor compensation.

Caring about people is a common thread in Kelly’s work. She has been an active member of the Rochester Women’s Giving Circle since 2012 and was the Committee Chair for The Derby at the Country Village and Museum, an equine event designed to raise charitable funding. She is also a member of Rochester’s Estate Planning Council.

For Fun

In her remaining few moments of spare time, Kelly is passionately involved with thoroughbred horses. Her love for farms extends to her husband, Gene, who started Karma Sauce, a nationally acclaimed, award-winning hot sauce company. The Finger Lakes based farm grows its own peppers, tomatoes, and squash (among other things). On many weekends you will find Kelly, her husband, Gene, and two children, Grace and Liam, pulling weeds, running tractors, and other assorted farm chores in their efforts to grow the annual crop of hot sauce ingredients.

Each year Kelly’s clients are treated to what is best described as the meeting point of Kelly’s passions. Rochester LL&C hosts a tent at the Genesee Valley Hunt Races (an equine steeplechase event). Clients eagerly come together to enjoy the beautiful, pastoral setting, relax, and visit with their LL&C team while enjoying food, drink, and Karma Sauce. Kelly will tell you that you are always invited to attend. Just call first and ask!

Your Success is in the Planning with Kelly Olczak

Your Success is in the Planning with Kelly Olczak

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