About Money Plans
Denise Leish, MBA
Denise Leish is the sole proprietor and co-founder of Money Plans. Denise Leish and Peg Downey (retired) founded Money Plans in 1983. Denise holds a Bachelor of Science degree in Education and Economics from the University of Maryland and received her Master of Business Administration degree in 1982 from George Washington University.
Denise Leish is also a long-time, active member of the National Association of Personal Financial Advisors. Prior to founding Money Plans, Denise was a business development consultant and accountant for a large national bank.
Denise writes a very popular quarterly newsletter for Money Plans clients. The newsletter recaps the market, reflects what Denise is thinking on the economy, and offers ideas on tax saving strategies as well as unique planning ideas.
Denise has taught courses and workshops through Montgomery County Adult Education, focusing on income taxes, managing financial paperwork, selecting investments and evaluating mutual funds.
Denise maintains membership in NAPFA, and has served on various of its committees. Bloomberg Wealth Manager Magazine selected Denise as one of "Bloomberg's Top Wealth Managers" for five years and she has been selected by Medical Economics as a top financial advisor. She is often quoted in magazines and newspapers.
Peg Downey, CFP
Nationally recognized as one of the top financial advisors in America, Peg is a founding partner of Money Plans and currently serves as a consultant to Money Plans as well as a Director of Directions for Women. Her expertise and accessible hands-on approach has won her honors from Worth magazine, Medical Economics, Mutual Funds and Bloomberg's Wealth Manager. She often provides financial interviews to a variety of well-known publications, has written a weekly column for myprimetime.com and a financial column for the magazine, "Crone, Coming of Age." Peg approaches each individual with empathy and warmth, recognizing the emotional significance of finances as well as the often overwhelming complexity of options and life choices.
Extensive experience and a lively manner have made Peg Downey a sought-after speaker in financial seminars and adult education. Topics she has focused on have included financial planning for women, planning for living with a life-challenging illness and finances for unmarried couples. Her expertise in financial planning for single parents has led to the popular seminar, "Maybe Baby," helping address the special issues of the unmarried as they consider forming a family, and is addressed in the chapter she authored for The Handbook for Single Parents.
Peg, mother of two adult children, not only experienced the challenge of paying for two college educations, but taught on the collegiate level at Ithaca College, Charles Co. Community College and the U.S.D.A. Graduate School. She also served, prior to founding Money Plans, as Assistant Director and Acting Director of Programs for the American Association of University Women.
Whether drawing from personal experience, professional training or her work with diverse clientele over 30 years as a Certified Financial Planner, Peg's focus is to help individuals--especially women-- plan for their life, their hopes, their goals and their family so that all individuals can increase their understanding and comfort with the complexities of their own financial pictures and make reliable progress toward achieving the life they seek.