A leader in the wealth management industry for business owners and exceptional families. She has dedicated her career to advising business owners on their succession options, including Employee Stock Ownership Plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group, Leslie continues to work closely with business owners and their families. With more than 30-years of expertise, she and her team are uniquely qualified to assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management.
While Leslie’s extensive ESOP, captive insurance company asset management and corporate experience has helped differentiate her within the industry, she has expanded her work with family offices that could benefit from her investment and planning insight. Leslie is among a select group of Financial Advisors who have earned the UBS business designation of Family Office Consultant (FOC). She has undergone rigorous training to strengthen her knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families. Leslie understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. She aligns their specific needs to the full suite of UBS capabilities to help them pursue their most important goals.
