Leslie began her professional life in philanthropy working as a development officer with educational institutions such as the prestigious Horace Mann School and Yeshiva University before finding a niche structuring development operations for small non-profit organizations. It was her highly personalized work with individuals, families, and members of Boards of Directors that enables her to familiarize herself with all aspects of her clients’ hopes, challenges and goals in order to optimize a financial plan. She takes great pride in providing holistic financial planning and superior client relations. Whether they are planning a family, purchasing a home, in divorce proceedings, creating a legacy, retiring or protecting their family, Leslie's clients are empowered to make financial decisions based on thorough data collection and analysis.
Leslie earned her Bachelor of Science degree in consumer economics from Cornell University. She is the mother of three very active and engaged children whose interests range from lacrosse to chess. Living life to the fullest, Leslie travels to various entertainment venues with her husband who is one of the songwriters for the band PHISH.
Financial Representative of Guardian.