About

A family to serve you & your family

1938 Wealth Advisors is the culmination of decades of service to Wayne and Susquehanna Counties. After years of offering financial services as part of a Nationwide Insurance agency, Rick and Aaron decided it was time for a change…time to become independent. In the fall of 2019, 1938 Wealth Advisors was established to offer clients an expanded investment lineup and give us the freedom to serve our clients’ best interest and be flexible in how that service is delivered.

We often get asked, “Why 1938? Where does that name come from?” A smile will often appear on Rick’s face as he explains that 1938 was the year his grandfather, R.H. Leet, first entered the business world and created a legacy of family business that would be passed down through the generations.

Meet Rick Leet, CFP

After graduating from Bloomsburg University in 1983, Rick continued the tradition by joining the family insurance business. As a third generation agent, he followed his grandfather RH Leet and Nelson his father.

Once the insurance business was up and running, Rick became more focused with the financial services side of the business. In 2000 he became a Certified Financial Planner ™ Professional (CFP®) and began focusing most of his efforts on providing advice to his clients.

Considering his rural farm upbringing, Rick enjoys helping his neighbors and considers himself your financial coach, offering information in a simple, easy to understand style. He takes great pride in motivating clients to complete their plan, update their Will, and get their house in order.

For honest, simple advice with a relaxed style; give Rick a call. Your complete confidentiality is guaranteed.

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Meet Aaron Soden

Aaron is an Investment Advisor Representative with a breadth of knowledge and enjoys serving young professionals, small business owners, and families. While knowledgeable about investment management, he values the importance of a financial plan and believes a disciplined, well-crafted plan can achieve much more than chasing a specific investment return.

Although a native of Susquehanna County, Aaron spent time outside of the area. First, graduating from The Pennsylvania State University and then working in Corporate America throughout the Midwest. During that time he learned to communicate with a diverse population and coach others through difficult situations.

Whether in his work or personal life, he is not satisfied with the status-quo. With a passion for continuous improvement, you can count on Aaron’s analytical, problem-solver mentality to be constantly looking for opportunities for growth and improvement. Let him put this passion to work for you.

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