Leeanne Lollar, CFP®, CPWA®, serves as a Lead Investment Advisor with Donaldson Capital Management. Leeanne partners 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.
Before joining DCM, Leeanne worked for Old National Bank Wealth Management, where she served high-net-worth families and institutions. She 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. She became a CERTIFIED FINANCIAL PLANNER® professional in 2017 and later achieved the Certified Private Wealth Advisor® (CPWA®) designation in 2025. This advanced training allows her to guide families through complex wealth strategies—like tax planning, estate and legacy considerations, and passing wealth to future generations. Her aim is to turn complicated planning into clear, tailored solutions that align with your long-term goals.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Beyond the Office
Leeanne, Jerry, and their daughter, Samantha, attend the Grace Assembly of God in Greenwood.
