Leslie services client relationships and works closely with the investment management team to provide the optimal client experience. She is involved in preparing and analyzing client wealth plans as part of our financial planning process. Leslie has fifteen years of financial services experience.
Leslie and the Independence Advisors team joined Modera in January 2021. Leslie joined Independence Advisors in 2016. She earned her B.S. in Business Administration from the University of Delaware.
In April 2011, the American College of Financial Services® awarded her the Chartered Financial Consultant® (ChFC®) designation. In 2020, Leslie earned the Accredited Estate Planner® (AEP®) designation as well.