Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with over 20 years of experience in the industry. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Fleishel Financial Associates provides comprehensive financial planning and consulting services to a diverse client base, including retirement plan participants, trusts, estates, and business entities. The firm focuses on written financial plans, coordination with other professional advisers, and periodic reviews emphasizing asset allocation and manager selection, delivering advice through fixed retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.