Relationship Team

LEO CONNOLLY

Leo Connolly “Over the years, I have developed long-term consultative relationships with successful entrepreneurial clients who are constantly seeking our assistance in responding to changes in the regulatory environment and identifying opportunities to operate their businesses more efficiently and profitably while reducing their overall tax burden.  It’s never boring or mundane; I’m presented with new questions or problems almost every day.  Why would I ever quit?”

Leo started his career in public accounting in 1972 after graduating from the University of Southern California. He became a partner at Sweek Connolly & Company in 1975.  After 37 years of practicing public accounting, and in accordance with his professional and personal goals, Leo joined forces with Wertz & Company by selling his practice to Wertz & Company, LLP on December 1, 2009.  Leo continues to consult with his clients to provide continuity in transitioning his clients within the firm.

Career

  • Practitioner in the accounting industry since 1972
  • Partner, Sweek Connolly & Company, Costa Mesa (Leo’s clients acquired by Wertz & Company in 2009)
  • Wertz & Company, Irvine

Education & Credentials

  • Licensed Certified Public Accountant, State of California
  • Bachelor of Science in Business Administration, University of Southern California, Los Angeles
  • Post graduate courses in the Masters of Science in Taxation Program, Golden Gate University, San Francisco

Professional & Community Activities

  • Charter Member of the Board of the UC Irvine, Paul Merage School of Business – Center for Investment and Wealth Management
  • Past Board Member and Chairman of the Board of the YMCA South
    Coast Branch
  • Past Treasurer and Chairman of the Board of YMCA of Orange County

Personal

  • Married to wife, Donna, for over 46 years.  They have a son, a daughter and four grandchildren
  • Enjoys fishing, traveling (to great fishing spots), and spending time with grandchildren
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Resources

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Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.