Leslie joined our firm in 2016 and primarily works on the wealth management side of our practice with her focus being third party investment platforms. She is responsible for any and all service-related initiatives pertaining to our clients’ investment portfolios. She is strong at problem solving and addressing issues even when the solutions aren’t immediately obvious. It is her ability to effectively prioritize and communicate that makes her an invaluable asset to our current client base and potential new relationships.
Leslie is a graduate of Old Dominion University where she earned a B.A. in Communications. She is a Norfolk native and is passionate about volunteerism. Leslie serves as a Parent Grade Captain on the Academy Fund Board at Norfolk Academy. Additionally, she is an acting leader as well as a founding member of the Magnolia Circle of the Norfolk City Union of the King’s Daughters.