Leslie Stephenson, CFP®

As a Wealth Associate with a CERTIFIED FINANCIAL PLANNER ( CFP® ) certification and a BBA in Financial Consulting from Southern Methodist University, Leslie combines her technical expertise with a passion for helping clients pursue their financial goals.

Leslie’s focus is on working with the team to provide personalized, strategic financial guidance and working to ensure that clients receive an enhanced client experience tailored specifically to their needs.

When not in the office you’ll find Leslie enjoying the outdoors playing tennis, golf or out running.