Leslie is a Partner & Senior Consultant in the Maine office of Fiduciary Investment Advisors, LLC (FIA). She works on retirement plans of corporate and not-for-profit organizations. Leslie has over 25 years of industry experience including internal positions with stable value and mutual fund firms, where her responsibilities included pricing, product development, servicing and marketing.
Prior to joining FIA, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. She often handles complex projects related to major retirement plan changes and consolidation, as well as employee financial education. In addition to serving on the committee responsible for developing the Financial Literacy Program for United Way of York County, Leslie has developed financial education components for client wellness programs. She has earned the Accredited Investment Fiduciary (AIF) professional designation from the Center for Fiduciary Studies.
- University of Denver, BA
Speaking Engagements & Publications
- White Paper – A Retirement Plan Price Review is More Than a Review of the Price (January 2019)
- Speaking Engagement – International Society of Certified Employee Benefit Specialists (November 2017)
Skiing, live music, travel