Leslie leads the practice with a focus on delivering clear, personalized financial advice that helps clients make confident decisions. She works closely with individuals, families, and business owners to simplify complexity and develop structured plans aligned with their goals and values. 

As lead advisor, Leslie is responsible for overseeing client relationships, delivering ongoing advice, and ensuring a high level of service and responsiveness. She is currently completing her CERTIFIED FINANCIAL PLANNER^® designation, further strengthening her knowledge in comprehensive financial planning. 

Leslie represents the next chapter of the practice—combining a modern, planning-first approach with a strong foundation of trust.

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Charlie brings decades of experience and a deep commitment to client relationships built over generations. As a CERTIFIED FINANCIAL PLANNER^® professional and holder of the Master Financial Advisor – Philanthropy (MFA-P™) designation, he provides valuable insight into complex financial, estate, and legacy planning strategies, including charitable giving. As Associate Consultant, Charlie supports the planning process and client relationships, contributing perspective and experience that remain a cornerstone of the practice.

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Sheena ensures a seamless client experience by managing the day-to-day operations of the practice. She oversees administration, client coordination, and account processing—ensuring every detail is handled efficiently and professionally. Her responsiveness and attention to detail help deliver the high level of service our clients expect.

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