Leslie was inspired to join the financial planning industry to help people make their dreams come true. Whether it’s preparing for retirement, launching a business, or building generational wealth, she finds fulfillment in guiding clients through life’s meaningful financial decisions.

With more than a decade of experience in financial planning, Leslie understands the powerful impact of a firm’s culture. She enjoys bringing her skills to Sequoia’s collaborative team and contributing to a firm that leads with its values and has a purpose that connects to her own: empowering every person to take control of what they value by aligning their money with their life.

For Leslie, it’s important that every client relationship is centered on trust, transparency, and genuine partnership. She takes the time to listen deeply and tailor solutions that reflect clients’ financial objectives and life aspirations. By leading with empathy, she creates an environment where clients can feel empowered to ask questions, explore possibilities, and make decisions with confidence.