Leslie is a leader in the wealth management industry for business owners and exceptional families. She has dedicated her career to advising owners on their succession options, including employee stock ownership plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group with a diverse professional career in the ESOP industry, Leslie is well qualified to assist owners on the nuances, benefits and challenges of selling their business to their employees.

ESOP sustainability and investment consulting post implementation are also at the core of her team’s service offering to business owners and the companies they operate.

With more than 35 years of experience, she and her team assist clients on the various aspects of estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. She also advises corporate client relationships and family offices, providing them with cash management, executive compensation and captive insurance company asset management.