Leslie brings over 20 years of wealth management experience to Horizon Wealth Management. Leslie is a Retirement Plan Specialist.
As a Retirement Plan Specialist, Leslie customizes financial strategies and portfolios to address varied and complex wealth management issues and guides individuals, as well as, corporate clients through the process of pursuing their financial goals. Leslie holds a Certified Divorce Financial Analyst designation and is passionate about serving the unique needs of women in today’s ever-changing financial landscape.
As the Retirement Plan Specialist, Leslie guides businesses with corporate 401(K) design, development and ongoing management. Leslie holds a Professional Plan Consultant designation which denotes her commitment to education and service excellence in the qualified plan sector.
Before joining Horizon Wealth Management, Leslie spent 15 years in the Global Private Client Group at Merrill Lynch and served as the Managing Partner of the Women’s Wealth Division at Lamkin Wealth Management.
Leslie is a graduate of the University of Kentucky and holds a Bachelor of Science degree in Computer Science with a specialization in Business. Leslie is FINRA Series 7, 63, and 65 registered with LPL Financial and also holds health and life insurance licenses. Leslie is an active member of The American Heart Association’s Go Red for Women.