Meet Leslie
As a Wealth Advisor, Leslie works with corporate retirement plans as a participant educator and also works with individuals on financial plans. She is a Ramsey Solutions Master Coach* and worked in corporate marketing, investor relations and human resources before joining our team.
A graduate of Hastings College with a degree in business administration, Leslie is actively involved in many local organizations, volunteering her time on various boards and committees. She is a past board member of the United Way, where she served as President of the Executive Committee in 2014. She also volunteered her time to the Adams County Lutheran Education Association, the YMCA, and the Hastings High Booster Club where she served as President of the Booster Club Board.
Outside of work, Leslie can often be found spending time with her family. She and her husband Troy enjoy spending time with their two adult children.
*Ramsey Solutions Master Financial Coaching Program is an educational program which individuals may pay a fee to Ramsey Solutions for training in exchange for a certificate of completion. Completion of the training program does not qualify a financial professional to provide investment recommendations or advice. Ramsey Solutions is not an affiliate of CWM, LLC.
Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.
Qualifications
- 13 years financial industry experience
- 13 years with Oakeson Steiner Wealth & Retirement
- BA in Business Administration from Hastings College
- Ramsey Solutions Master Coach