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Phone: (208) 333-8965
Email: leahwelfrey@harriscpas.com

Leah Welfrey

Wealth Management Coordinator


Leah brings a wealth of experience to her role as Wealth Management Coordinator at Harris. Her extensive background includes prior positions as an Executive Assistant and Administrative Coordinator across various industries such as legal, medical, and publishing. At Harris, Leah is a pivotal figure in supporting the firm's wealth management practice. She ensures seamless client interactions, handles complex administrative tasks with precision, and contributes significantly to maintaining high client service standards. Aside from her technical abilities, Leah also possesses exceptional interpersonal skills that enable her to build strong relationships with clients and colleagues alike. She is known for her professionalism, integrity, and ability to handle sensitive information with discretion. Her positive attitude and problem-solving mindset make her a trusted resource for both clients and team members.

Outside the office, Leah enjoys a fulfilling personal life filled with varied interests and passions. She is an avid equestrian who loves spending time with her horse. Family is her cornerstone, and she treasures moments spent with her husband Rob and their four children. Leah is also musically inclined, playing the piano, and she volunteers at her church, where she sings and teaches. Another notable achievement in her life is adopting her daughter from Haiti, a journey that has profoundly enriched her life. Leah's dedication to both her professional and personal life reflects her well-rounded and compassionate nature.

Books Most Recently Read:

In the Kingdom of Ice by Hampton Sides