Leslie has been working in the finance industry for 9 years. She has a Bachelor of Business Administration from Columbia Southern University. Leslie serves our clients in all client service-related matters by managing new client intake processes, preparing for client meetings, and assisting in the client financial planning process.
Leslie is from Tacoma, Washington and moved to Birmingham in 2016. Leslie is married and has three children, four dogs, and two cats. Leslie enjoys reading, being outdoors, and spending time with friends and family.