Jennifer Leslie

When choosing someone to help you plan for your family's financial future, you want more than just expertise—you want someone who truly understands your needs and values. With Jennifer, you get the best of both worlds. Her extensive experience in hospitality and management has not only sharpened her business skills but has also given her a deep understanding of how to deliver exceptional service and build lasting, trust-based relationships.

Jennifer’s passion for helping people, combined with her strategic mindset, means she’s uniquely equipped to guide you through the planning process with both care and precision. As a dedicated mother of two (and two beloved pets), she knows the importance of creating a solid financial plan for your family’s stability and peace of mind. Jennifer is here to help you do the same.

With her strong organizational skills, attention to detail, and unwavering commitment to delivering results, Jennifer approaches every client relationship with the goal of ensuring your success. As Benjamin Franklin wisely said, "If you fail to plan, you are planning to fail." Jennifer is ready to work with you to ensure that you have a clear, customized plan that will help you reach your financial goals.