About Leslie
Leslie has more than 24 years of experience supporting financial advisors and serving clients. As a liaison between our clients and their custodians, she works tirelessly behind the scenes to attend to our clients’ day-to-day transactional needs. She also assists in tax return preparation. Her excellent organizational skills, attention to detail, and helpful attitude support the wealth advisors so they have more time to spend with clients.
Outside of the office, Leslie loves to play golf, travel, and spend time with family and friends.
Education and Professional Milestones
-University of Massachusetts – Lowell
-Joined Focus Partners Wealth through the firm’s 2019 merger with Aurora Financial Advisors
-Has also held a financial services role for James McCusker & Associates