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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