Leah Maybry, CPAWealth Advisor

    Leah Maybry founded Maybry McShane Family Offices, LLC with Rinehart Wealth and Investment Advisory in November 2015. She serves as the President and Senior Family Wealth Advisor. Prior to founding Maybry McShane, Leah was a partner at Elliott Davis Decosimo, one of the top 30 CPA firms in the U.S. Leah was responsible for managing the Charlotte office’s Personal Financial Services group, in which she serviced wealthy individuals, closely held businesses, and nonprofit organizations. She was instrumental in developing a significant business development pipeline and managed a sizable and prestigious client base. She also introduced a luncheon series called “Women, Wisdom, and Wealth” in 2012 with a goal of providing women the tools needed to successfully navigate economic volatility and make informed decisions about their financial futures.

    Leah brings more than 18 years of accounting and tax planning experience to her clients, including nine years with two Big Four accounting firms, a year in the accounting department of a publicly-traded life insurance company, and eight years with Elliott Davis Decosimo. She is committed to providing wealthy individuals, along with their families and businesses, with solid tax and financial planning advice. Her expertise and exceptional reputation for top quality and ethical service makes her highly respected in both the corporate and nonprofit world.

    She became immersed in the local community shortly after moving to Charlotte from Austin, TX in November 2004 by immediately joining the Finance Committee and, shortly thereafter, the Board and Endowment Board of the YWCA Central Carolinas, in which she remained active for eight years. She then joined the Board and Finance Committee of the Alexander Youth Network, where she was able to fulfill her passion for helping children in need. She recently raised over $10,000 for the Make-A-Wish Foundation through the W.I.S.H. Society and completing a 28.3 mile hike. To continue her desire to give back to the community, Leah joined  the Women’s Impact Fund in 2016.

    Aside from her charitable activities, her professional activities include serving as a member of the Charlotte Estate Planning Council, an educational forum for estate planning professionals. She has been a member of the Queens University Estate Planners Day Steering Committee for several years and served as Chair for the 2015-2016 year. She joined Women Executives (WE) in 2015.  In 2012, Leah was awarded the Charlotte Business Journal’s “40 Under 40” award as well as the Mecklenburg Times’ “50 Most Influential Women” award. During 2014, she was one of Charlotte’s 25 most influential business women honored with the Charlotte Business Journal’s “Women in Business” award and was an honoree in the Make-A-Wish Foundation’s W.I.S.H. Society.

    Within the past few years, Leah has hosted and spearheaded monthly gatherings of an elite group of estate planning attorneys, CPAs and CFPs from companies such as Bank of America, Moore & Van Allen, Johnston Allison & Hord, Sun Trust, Trust Company of the South, Foundation for the Carolinas, Wells Fargo, and Barry Evans Josephs & Snipes to discuss key issues, industry trends and business opportunities. She advises influential leaders in the Charlotte community on a daily basis and is poised to make a continued impact on the Charlotte business community for years to come. Leah is a proven dedicated business leader with the ability to connect with people and influence them through mentoring, creativity and thought leadership.