Client Service Specialist
As a Client Service Specialist with two decades of experience in the investment advisory industry, Leslie is responsible for the day-to-day servicing of our clients’ accounts, serving as a key contact person for all account-related client requests.
Leslie combines warmth, professionalism, and a commitment to providing wonderful client service.
Leslie lives with her husband and two sons in the Los Angeles area. They’re big fans of cross-country road trips, vintage cars, and delicious road-side restaurants.