caitie leibman

Meet Jenna: The Newest Friendly Face on Our Team

Clients, there is a new friendly face that recently joined our team. Let us take a moment to get everyone up to speed.

As our enterprise grows, so does our team!

We’re pleased to introduce Jenna Groves, joining us as our newest Client Services Associate.

We believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Jenna is joining our client services team—a team that plays a vital role.

Jenna brings years of experience working in banking and healthcare industries, so a passion for helping others is part of her DNA. We could tell right away that her attitude, values, and skillset were a great match for our needs. She tells us she’s excited to join our team that strives to put people first and help them feel supported and informed.

A Springfield native who has lived in Louisville for years now, Jenna fits right in here with our love of the outdoors. Her family includes her high school sweetheart and her 5-year-old son. And if you’re a fan of country music, she’d love to chat, as one of her favorite activities is attending country music concerts.

Jenna may be the latest addition to the 228 Main team, but she is already caught up on the “history” of our work here. The mission is the same for the whole team: we strive to grow your buckets. And that project takes all of us, from research and trading to paperwork and communications—it happens when all of us are ready to be of service to each other.

Come in and say hello if you have a chance. Welcome, Jenna!

Play the audio version of this post below:

Meet Jenna: The Newest Friendly Face on Our Team – 228Main.com Presents: The Best of Leibman Financial Services

The text of this episode is available at ⁠⁠www.228main.com⁠⁠.

What’s The Best Time To Start?

“Well begun is half done,” the proverb says. And we tend to agree. Since it’s your journey, we don’t like to sweat the particulars: it’s never too early to start, but it’s also never too late.

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Friends, Waffles, and Work

In Parks & Recreation, the heroine Leslie Knope knows exactly what she’s about: waffles, friends, work. No matter what, “work is last.” The thing is, Leslie loves work and loves being of service. She helps us remember why we work—and what we want for our relationships and our legacy.

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Where are you on the ride?

Anybody else remember the drop of your stomach when your folks drove a hilly country road and you weren’t expecting the quick downhill drop? We never knew when the highs and lows or the next turn was coming—sounds a lot like the markets, doesn’t it? 

Where are you on the ride? Check out Caitie’s take on thrill rides and the rhythms of the markets this week

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THE SEEDS WE PLANT: Caitie reflects on a historical moment

by Caitie Leibman, CEO

More content from Caitie

Friends, March was Women’s History Month. It was also the end of my first quarter as CEO of Leibman Financial. I spent a lot of it learning new administrative duties—you know, all the ones Mark is allowed to forget now!

Of course, it’s Mark we have to thank for founding and leading LFS for the past 30 years. But I’m reflecting on Women’s History Month and what this moment means. Some of you remember my late mother and Mark’s late wife, Cathy Livingston Leibman. My mother was an entrepreneur, too, leading businesses out of our home when my siblings and I were little. She bought me my first business card holder, a reminder of her many gifts and her example.

Today this little case holds a brand-new card, with my new title. It’s got me thinking: I’ve felt so fortunate to get to know the wide variety of women we serve, from among our business partners, colleagues at other firms, and especially our clients.

Who are they? They’re women who work or run their own businesses, and those who don’t happen to earn a paycheck. We’ve worked with women who are teachers and drivers and hairdressers and architects—and everything in between. We’ve served straight women, queer women, and trans women. Some have gone to college. Some are retired from the trades. Some are widowed, some are partnered up, some are single.

The wondrous variety of these women makes one thing clear: there’s enough room for everyone. I’m thinking about all the different women who might find our firm and wonder if we’re here for them, whether a certain path could be theirs too.

In 2026, we’re committed to making our work more accessible and more easily available.

I enjoy the shade and sustenance of so much that was planted before my time—on Earth and at this firm! We have confidence that what we plant today at LFS will bear fruit for many seasons ahead. And whether the plans ripen during Women’s History Month or not, I’m sure they will still be history-making.

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Play the audio version of this post below:

The Seeds We Plant – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

The Meaning of “Client-Centered

What does it mean for our business to be “client-centered”? (Wait, shouldn’t all business be “client-centered”?…) In this week’s video, Mark and Caitie talk about the role the firm plays in our relationships with you, what the client’s job is, and more.

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A Luck-Proof Mindset

“Who knows what is good and what is bad?” What an ancient parable has to teach us about getting a “luck-proof” approach to investing: a message from Caitie this week.

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Sorting Out Wants and Needs

We’re big fans of making the most of things. But it takes a little perspective to learn how to prioritize our goals. What are our very next needs? What are the wishes that can wait?

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How Many Hats at a Time?
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Every once in a while, the schedule gets really and truly full. We might have places to be throughout the day, for many days in a row. Weeks might go on like this, in an exciting blur.

It’s not a bad problem to have, but sometimes, it can feel like we’re being pulled in more than one direction.

Some of you may experience this sensation too, as you also wear multiple hats in life. You may have commitments as a parent, an employee or an owner, a teacher, a partner, a community member, and more.

Here’s an idea that might provide some relief: we may have many hats, but we only wear one hat at a time. It’s okay to allow ourselves to focus on one at a time, even if we must switch hats often.

The same general principle is true about our financial goals: it may seem prudent to save for retirement, and a house, and a child’s education, and all the other things one may want in a lifetime… but the secret is that you don’t pay for these things on the same day, or week, or month, probably.

Having many hats doesn’t mean we can’t focus—and strategize. Time is finite, of course. But we take things one hat at a time.

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Play the audio version of this post below:

The Hats We Wear – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228main.com/.

Friendly Faces and Important Roles

Clients, it’s Caitie here. I’m so thrilled to introduce you to our newest teammate, Allison Bauers! In a small business, we tend to wear many hats, so this week, we’re chatting about how our roles and duties will change in the coming months.

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