Leslie brings warmth, organization, and a genuine commitment to caring for clients to her role at Lifetime Advisors Group.
As our Client Operations Specialist, Leslie works closely with clients and our advisory team to make sure the many details behind each relationship are handled with care. Whether she is helping with an account request, coordinating paperwork, following up on a transfer or application, or simply making sure a client knows what comes next, Leslie believes that good service means being responsive, following through, and never letting the details fall through the cracks.
Before joining Lifetime Advisors Group, Leslie worked alongside financial advisors in client service and operations, gaining experience in account servicing, client onboarding, applications, process improvement, and coordinating with financial institutions. Earlier in her career, she spent nearly two decades in corporate wellness, where helping people, communicating clearly, and staying organized were at the heart of her work.
What Leslie values most is being someone both clients and colleagues can depend on. She understands that financial matters can sometimes feel complicated, and she takes pride in helping make the experience feel more organized, personal, and comfortable.
At Lifetime Advisors Group, Leslie shares our belief that every client should feel known, heard, and cared for.