Leslie serves as a Wealth Manager, working closely with her clients to develop and maintain comprehensive financial plans. Specializing in investment management, retirement planning, tax planning, estate planning, risk management and education planning, Leslie consults with clients on all aspects of wealth management. By developing strong relationships with her clients, Leslie creates a customized plan to help meet their unique goals.
Leslie brings nearly 10 years of experience in the Wealth Management and Financial Services industries to her clients. Prior to joining Creative Planning, she served as a Wealth Advisor at an independent, Atlanta-based Wealth Management firm. Leslie was responsible for managing client relationships, developing financial plans, and customizing investment portfolios.
Leslie earned a Bachelor in Business Administration from the University of Alabama and a Master of Science in Accounting from Georgia State University. She is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards and a Certified Public Accountant.
Leslie and her husband, Nick, enjoy spending time outdoors and traveling with their daughter, Ellie. Leslie is a member of St. Peter Chanel in Roswell and enjoys mentoring students at Cristo Rey Jesuit High School.