Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Chloe Salas

Office Coordinator

reception@lenningaz.com

Chloe Salas is the Office Coordinator for the company providing assistance in all administrative tasks, along with payroll processing, and is the primary fingerprint assistant at Lenning & Associates. Her calm and kind demeanor brings comfort to our clients as the first person they see and hear at the office. She recently earned her bachelor’s degree in management information systems (MIS) from the University of Arizona’s Eller College of Management, bringing with her a solid foundation in accounting principles and digital systems management. Her strong organizational skills and technical proficiency allow her to effectively manage administrative workflows and contribute to the overall efficiency of the office.

Outside of the office, Chloe is a proud wife of three years and a cat mom to three rescued tortoise shell cats. She enjoys spending her free time with family, completing diamond paintings, and cooking.

Desiree Lenning

Marketing & Relations Coordinator

desiree@lenningaz.com

Desiree Lenning is the Marketing & Relations Coordinator at Lenning & Associates where she works remotely, organizing events, maintaining social media, networking for the company and lieson for clientele. She also acts as a secondary to Chloe as another fingerprinted assistant to Nicholas. Desiree's current main focus is being a mother to their daughter, Natasha, but is always there to help in the office when needed. She is happy to have shared a workspace alongside Nick in both California and Arizona offices assisting in various financial services throughout the years as it has served a tremendous benefit to her own experience and gives a great foundation now as Marketing & Relations Coordinator.

Desiree is a proud first time mom to her silly and bashful daughter born September 2022. She is also blessed with her hardworking and compassionate husband of over eight years and two spoiled dogs. Desiree enjoys crafting and quality time with family and friends including great conversation, tasty foods, puzzles, and getting cozy watching movies on the couch.

Nicholas Lenning

Financial Advisor

nick@lenningaz.com

Nicholas Lenning is a Licensed Financial Advisor, Registered Tax Preparer with over 10 years experience, and Founder of Lenning & Associates. He founded the business after moving to Surprise Arizona in 2019 to grow both his financial clientele and family. Nicholas came from a well-established CPA firm in California, Lenning & Company, Inc. Nicholas has gained an unmeasurable amount of knowledge having worked under several Certified Public Accountants (CPA), Enrolled Agents (EA), former employees of the Internal Revenue Service (IRS) and other tax and audit professionals throughout the years. Having dedicated over 7 years working as a certified tax preparer there, Nicholas is pleased to continue offering tax and financial services through Lenning & Company, Inc. as needed.

Nicholas currently holds licenses in Series 7, Series 63, and Series 66, along with his CTEC certification. His financial knowledge and expertise are ever growing as he continues education on taxation to renew his CTEC certification every year and various CE elements to maintain his various advisory licenses. He has experience in estate planning, financial strategies and management, retirement planning, wealth management and building strategies. 

Residing in Surprise Arizona, Nicholas lives with his wife of over 7 years, his darling daughter, and two spoiled dogs. He has been blessed with many growth, networking, and business opportunities that has made him forever thankful to have followed in his grandfather's footsteps towards the financial industry.  Between the paperwork, meetings and endless calculations, Nick enjoys trying out new recipes, time in the garage, working on 3D printed models and other hands-on projects. Quality time with family and friends is also a personal priority, including summertime by the pool and an occasional poker night with the boys. 

A Statement From The Founder

I am privileged to have serviced and to continue to service hundreds of, honestly, the best clients I could ever ask for. I am humbled to have such a successful business and honored to have support from so many. Thank you for trusting me with an important piece of your wellbeing.