Leslie joined the NestEgg Advisors family in the Spring of 2024, bringing a passion for building strong client relationships and a commitment to exceeding expectations. Leslie collaborates closely with our advisory team and Susan, our Senior Client Service Associate, offering operational support and communicating your needs, ensuring all questions and concerns are promptly addressed. With a focus on responsiveness, professionalism and satisfaction, our clients can expect to continue to be well-informed and supported throughout their financial journey.
With a degree in Economics from the University of Maryland, Leslie has a deep understanding of our firm’s methodology and the importance of wealth management. Along with extensive experience in management of confidential financial transactions Leslie’s focus on accuracy makes filing of time sensitive compliant documentation seamless.
Outside of work, Leslie enjoys traveling with her son, volunteering, cooking, cycling, and spending time with family.