Leslie manages all marketing and client communications for 1on1Financial. Moving from the east coat to California, Leslie has been working at 1on1 Financial for over 10 years and loves being a part of the team. Her responsibilities include planning educational workshops in the community, social media communications, podcasts, webinars, white papers, website development, and charity involvement. Leslie has been in the industry for over 27 years and served many roles from office manager to Financial Advisor. A graduate of Ohio University, Leslie holds the Series 7, 63 and 65 registrations, as well as the California State Insurance License.
Leslie is also the Chief Operating Officer (COO) for Medi-cal Benefits. Leslie uses her years of experience as a Financial Advisor and Long-Term Care (LTC) Planner to assist clients with their needs and questions regarding Medi-cal, LTC Benefits and proper Estate Planning. She advises on ways families can preserve assets, income streams and independence when facing a need for long-term care. She works closely with attorneys and nursing homes maintaining strong relationships focused on the clients best interests.
When she’s not working Leslie enjoys yoga, sailing, hiking, and spending time with her husband of 28 years and two beautiful children. Leslie and her family are diehard Pittsburgh Steelers and Pittsburgh Penguins fans. Leslie also loves to travel and looks forward to visiting Greece, Ireland and sailing to the Virgin Islands.