As a Service Advisor, Leslie assists advisors and clients with financial planning, asset management and ongoing client services. She also oversees our Risk Management department, working with clients to help ensure adequate coverage is maintained in all areas of risk including life insurance, long-term care insurance, property and casualty insurance, and disability income insurance. Building relationships with clients is our top priority and Leslie is passionate in helping her clients succeed in every way possible.
She graduated from the University of North Texas in 2012 with a B.B.A. in Marketing and later obtained her Financial Paraplanner Qualified Professional™ designation in 2018. Prior to joining CFO4Life, Leslie worked in the concrete construction industry and specialized in web marketing. She facilitated the building of an e-commerce site and implemented a social media marketing campaign for the company.
In her free time, Leslie loves to spend time with family and friends. She has a passion for cooking, enjoys working out and any activity that involves being outside.