Robert Bradshaw

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Are you a fellow GenXer who feels like you missed the boat on retirement planning? Are you trying to launch your kids, care for your parents and plan for retirement, all while trying to live well today? Are you getting ready to retire from the military or federal service and re-imagine the next phase of your life? I am here to help you stress less about your money and live more. Financial planning is the key to financial security. Financial security is the key to freedom; the freedom to change jobs or launch a new business; the freedom to move to a new neighborhood; the freedom to live life on your terms. I can guide you on your journey to financial freedom, security, and peace. Life doesn’t always go according to plan. As a military spouse, I learned to be adaptable, agile, and tenacious. My own financial journey started when it was suddenly up to me to plan for my family’s financial future while my husband was frequently deployed. Over the past ten years, I have helped countless military service members, law enforcement officers, and a whole lot of GenXers navigate life transitions, career changes, relocations, and retirements. As a Financial Planner, I get to make the world a better place, one family, one person at a time. I am a Certified Financial Planner™ Professional, Chartered Financial Consultant™ and Accredited Financial Counselor®. I started Clear Insight Financial Planning so that I could help more families achieve financial security and freedom. True to my counseling roots, I want to collaborate with you to help you find your path. If you are ready to worry less and live more, schedule a free consultation, call 509-847-4079 or email hello@myciwm.com.

Quintina Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. She supports business owners in sponsoring retirement plans, guides executives through RSU exit strategies, and assists families with cross-generational financial planning. Ms. Wallace holds a Bachelor's Degree from Albany State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations such as the Alzheimer's Association and the National Association of Plan Advisors. Outside of her professional commitments, Quintina enjoys camping, hiking, and spending time with her family. Her mission is to empower individuals and families to take control of their financial future by transforming complexity into clarity.

Colin McDowell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. He brings to this position seven years of experience in the financial industry, including his previous role as a Portfolio Analyst at Blue Digital Capital, LLC from 2020 to 2022. Colin's professional focus centers on collaborating with clients in Hampton Roads to help them navigate and build their financial futures efficiently. Drawing from his global upbringing and diverse experiences, Colin works with investors from various backgrounds to develop and maintain financial plans tailored to their unique life situations. His approach emphasizes alignment of investment strategies with individual goals and circumstances. Outside of his professional work, Colin has interests in comedy, fitness, football, hiking, traveling, and volunteering.

Howard Burd is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving affluent clients, executives, and business owners. Drawing on his experience advising high-net-worth individuals, Mr. Burd provides access to Merrill's global investing resources and the banking, credit, and lending services of Bank of America. His approach focuses on developing personalized strategies that address the complexities of wealth management while optimizing opportunities to pursue clients' financial goals. Mr. Burd's background includes over 11 years of service as a U.S. Marine Corps officer, where he attained the rank of Captain and advised senior commanders on fiscal operations and logistics. Following his military career, he worked as a Relationship Banker at J.P. Morgan and contributed to expanding client relationships at Amerivet Securities. He holds Series 7, 63, and 65 licenses as well as the Personal Investment Advisor (PIA) designation. Mr. Burd earned a bachelor's degree from Embry-Riddle Aeronautical University. In addition to his professional work, Mr. Burd mentors veterans transitioning to civilian careers and is actively involved in supporting veterans’ causes. His client focus includes executive compensation, family wealth management strategies, small business strategies, investment strategy for individuals and corporations, and tax minimization. Outside of work, he enjoys chess, running, and spending time with his family.