About Leslie
Leslie joined Focus Partners Wealth’s San Diego office in 2021, bringing with her 25+ years of financial services experience with a focus on client service and account management. Leslie interfaces regularly with clients and is responsible for paperwork flow and ensuring the client relationship is maintained in a myriad of ways. She has experience in all operational aspects of working at an independent RIA.
Born and raised in La Jolla, CA, in her spare time, Leslie enjoys spending time with her family, reading, walking, and bike riding in San Diego. She also actively volunteers in her community through Rady Children's Hospital, beach clean-ups, equestrian therapy, and women's shelters.
Education and Professional Milestones
-University of Colorado at Boulder - bachelor’s degree