Leslie has been practicing in the financial services for almost 30 years. She
spent time at Merrill Lynch and UBS Financial Services prior to joining RBC
Wealth Management. Through goals-based planning, Leslie prides herself on
taking time to understand a client’s goals and attitudes toward investing. She
invests in clients to make them comfortable talking through anything helpful
regarding financial decisions. An empathetic professional, she feels privileged
to help client families work toward things they celebrate and walk beside
families in difficult situations.
As a CERTIFIED FINANCIAL PLANNER® professional, Leslie adheres to the
highest standards of wealth planning and ethics. This designation reflects her
extensive knowledge and commitment to putting clients’ interests first
and tailoring strategies aligned with their long-term objectives.
Leslie also earned the Chartered Advisor in Philanthropy® designation, which
underscores her specialized knowledge in philanthropic planning. She guides
clients in integrating charitable giving into their wealth management strategies,
helping them achieve meaningful impact while aligning with their financial goals.
Leslie graduated from Grove City College in 1994 with a Bachelor of Science in
business management. She is now a board member for the Pine Richland Boys
Basketball Boosters.
Born and raised in the Pittsburgh area, Leslie lives in Gibsonia. Much of her
free time is spent cheering on her boys, Ryan and Josh, on courts and fields.
The family also enjoys traveling together.
