As a Senior Client Service Manager, Leslie works hand-in-hand with the team’s advisors to create and implement comprehensive financial plans. Her primary responsibilities are preparing for and participating in client meetings and ensuring that any resulting action plans are executed. She utilizes her strong interpersonal communication skills to serve clients and collaborate with her colleagues. Her attention to detail and problem-solving are an asset to the team.

Leslie began her educational journey at Kansas State University, where she earned a Bachelor of Science in Business Administration with a focus on Accounting in December 2019. She continued her academic pursuits at the University of Kansas, obtaining a Master of Accountancy in May 2021.

During her academic years, Leslie demonstrated exceptional leadership and commitment to service. She was an active member of Tri Delta Sorority, where she served as Treasurer for a year. In this role, she effectively managed financial matters while contributing her time and effort to philanthropic events for St. Jude Research Hospital. She was also recognized for her academic excellence, consistently earning a spot on the Dean’s list at Kansas State University.

After college, Leslie began her career at KPMG in the Business Tax Services department, preparing and reviewing federal and multi-state tax returns, extensions, and estimates for a diverse clientele, including high-net-worth individuals, S Corporations, Fiduciaries, and small to large C Corporations.

When not immersed in the world of finance, Leslie enjoys morning walks with her beloved Goldendoodle, Waylon, and passionately cheers for the Chiefs during football season.

EDUCATION

• B.S., Business Administration – Kansas State University
• Master of Accountancy – University of Kansas

PROFESSIONAL DEVELOPMENT

• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER® (CFP®)