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Leeanne Lollar, CFP® Leeanne Lollar, CFP®

Leeanne Lollar, CFP®

Lead Investment Advisor

Serving DCM Clients since 2022

Leeanne Lollar, CFP®, serves as a Lead Investment Advisor with Donaldson Capital Management. As a Lead Investment Advisor with DCM, Leeanne works with families to understand their unique situations and define their goals and values. She has over ten years of wealth management experience, including investment advising, retirement and education plans, tax efficiency, and estate preservation.

Most recently, Leeanne worked for Old National Bank Wealth Management, where she served high-net-worth families and institutions. Leeanne is passionate about personal finance and understands the value of planning and guidance for a secure financial future.

Leeanne graduated from Indiana University’s Kelley School of Business with a Bachelor of Science in Business Management. In November of 2017, Leeanne completed the CFP Board’s requirements for certification and is a CERTIFIED FINANCIAL PLANNING™ professional.

Leeanne is active in her community. She serves as the Chair of the Aspire Johnson County Economic Development & Chamber Alliance Board of Directors. She is also on the Executive Committee of the Central Indiana Police Foundation’s Board of Directors and is a member of the Rotary Club of Indianapolis. As a veteran of the United States Army, Leeanne supports many veteran-centered non-profits. Leeanne, Jerry, and their daughter, Samantha, attend the Grace Assembly of God in Greenwood.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.