About Mainstay Financial Group
Founder & President
Annalee Leonard has been helping clients with retirement and legacy planning since 1989. She established Mainstay Financial Group in 2001 so she could ensure her clients were being served ethically and fairly. As an Investment Advisor Representative she has a fiduciary responsibility to each of her clients. That responsibility means that she always act in the client’s best interest.
Annalee is also a member of Ed Slott’s Master Elite IRA Advisor Group™, an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients.
A native of Morgan City, LA, Annalee has lived in the Pensacola area since 1989. When it is time to relax you may find her playing on the golf course, traveling or enjoying her three miniature schnauzers, Beau, Jolie and Bella!
Dr. Joan Connell, PhD, CSA, CLTC, LTCP
Medicare & Long Term Care Planning Specialist
Joan Connell joined the Mainstay Financial Group team in 2001 after retiring from the Nursing Department Head position at Pensacola Junior College in Pensacola, FL. In 2002, she retired from the US Army Reserves Nurse Corps at the rank of Lt. Colonel.
In addition to her nursing credentials as a registered nurse (RN), she became certified in long term health care insurance through the Corporation for Long Term Care (CLTC) and American Health Insurance Plans (LTCP). Her 32 years of nursing practice combined with her insurance experience enables her to be Mainstay’s Long Term Care and Medicare options specialist.
HOW ARE WE DIFFERENT?
Being an independent financial advisory firm allows us to serve you in very unique ways. As a fiduciary, we have the responsibility to place your personal financial needs before anything else. We do this by educating you with specific information so you can determine what is best for your unique and individual financial plan. We also have developed partnerships with CPA’s, Enrolled Agents, and attorneys and can refer you , as needed, to further help guide you through the maze of retirement and estate planning.
Our goal is to do what is best for you today and for your heirs in years to come by helping you achieve the peace of mind that comes with knowing that you have been educated and taken action on the road to financial security.
The Mainstay Core
Mainstay Financial Group offers advocacy and personal financial guidance, in a caring environment, where you learn about choices available to you in
your particular situation. We believe your financial plan should be as unique as you are.
We will always treat you with respect, care and warmth. We will inform you clearly, and patiently allow you the time you need to make good decisions. We will explain things in ways you understand and the reasons behind our suggestions.
We dedicate ourselves to exemplary service and caring relationships, focusing on helping clients arrive at clear, straightforward answers.
Beau, Jolie & Bella Schnauzers
Beau, Jolie, and Bella are the office entertainers and client greeters. Each of them have been working at the office since they were 10 weeks old!
They love coming to work and seeing everyone and it is not unusual to find one of them asking to sit in your lap while you are meeting with Annalee.
Jolie loves everyone from afar, Bella is the talker and Beau is the gentle ambassador!
Born and raised in South Texas, Kristen met her husband Joe Colla while both attending college in Austin, Tx. Together they relocated to Pensacola in 2016, after falling in love with the area on vacation. There is no where else they would rather call home! When Kristen isn’t working, you can find her spending time outdoors with her husband of 10yrs, their 9yr old son, and 2 dogs!