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In the past 16 years at Fifth Third Bank (and its predecessor Citizens National Bank) Jaleigh has had many roles from running Institutional Services to her current role as Managing Director in the Private Bank and CEO of the bank’s new Family Office. Her varied responsibilities have included individual sales and client service, leading a sales team and developing and executing on strategic vision.Prior to joining the bank, Jaleigh was the partner in charge of the tax department for a Top 40 CPA firm where led the firm’s practice in ERISA consulting, financial and estate planning and tax research.In 2002, Jaleigh founded the Women’s Financial Group for the bank’s top clients and prospects. She is a frequent speaker at both technical tax and financial planning conferences as well as women’s leadership and financial events.Jaleigh received her BS in Accounting from Southern Illinois University.

J.J. Schenkelberg joined CLS Investments, LLC (“CLS”) in December 2004 as a Senior Portfolio Manager. In this position, she is responsible for separate account and mutual fund portfolio management. In addition, she helps maintain investor relationships.Prior to working at CLS, Ms. Schenkelberg was a senior analyst for First Focus Funds, where she concentrated on analysis of financial, consumer product, and health care stocks. While employed there, she was the lead manager of a separate account portfolio of 30 individual stocks.Ms. Schenkelberg graduated from Kansas State University with a Bachelor of Science degree in Accounting & Finance and from Creighton University with a Master of Business Administration degree. She currently holds the Chartered Financial Analyst (“CFA”) designation.Ms. Schenkelberg participates in the CFA Society of Nebraska and is on the Metro Area Transit Salary Pension Committee and the Kansas State University School of Finance Advisory\nBoard.When not working, she enjoys yoga, golf, fitness, and playing games with her husband and two children.\nBELIEF.

Stacy Francis is president of Francis Financial, an independent, fee-only wealth management firm in New York. She is a Certified Divorce Financial Analyst.

Sandy Bolton is a Managing Director for Merrill Lynch, where she leads the Investment Solutions team in the Managed Solutions Group. Sandy is responsible for delivering the firm’s investment solutions offerings including domestic and offshore mutual funds, exchange traded products, and third party solutions. She has overall responsibility for providing investment solutions for all platforms and distribution channels across Bank of America Merrill Lynch, including Merrill Lynch One, US Trust, and Merrill Edge. She also has responsibility for Investment Strategy and Oversight for financial advisor directed programs.\nSandy began her career 25 years ago at Merrill Lynch, before spending time in various investment product management, marketing and consulting roles at TD Ameritrade, Goldman Sachs Asset Management and Morgan Stanley. Prior to re-joining Merrill Lynch, Sandy was a Managing Director at Pershing LLC, a BNY Mellon company, where she was head of Investment Solutions, responsible for mutual funds, ETFs, alternative investments and 529 plans.\nSandy earned her B.S. from The College of New Jersey and her MBA from Fairleigh Dickinson University. She also received the SIFMA\/Wharton certification from the Securities Industry Institute Executive Education program. Sandy lives in Robbinsville New Jersey with her husband Bill and children Paige, Sara and Keith.

Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Attorney Patricia A. Moran counsels clients on a variety of employee benefits and compensation matters. She represents clients in a broad variety of health and welfare plan matters, including the Affordable Care Act’s employer and insurance mandates, Massachusetts' health care reform requirements and insurance mandates, COBRA, HIPAA, wellness, and mental health parity. Patricia has practiced in the employee benefits departments of two prominent New York City law firms, working primarily on corporate transactions, structured finance, and executive compensation. She has also collaborated with the Harvard School of Public Health on various health policy research projects, and frequently writes and speaks on a variety of employee benefits related matters.

Clients making IRA conversions should create several accounts to save on taxes. Plus, five carryovers for next year's filing and property exchange strategies.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.