As Chief Compliance Officer, Leslie oversees the firm’s compliance department, and she serves on the executive leadership team. She provides her staff with ongoing training and support, so they have the resources to provide the firm’s clients with world-class service.
Leslie has been with Keen Wealth Advisors since 2018. Prior to joining the firm, she worked at AE Wealth Management where she built a new operations department from the ground up. Her contribution to the firm’s infrastructure helped the RIA grow by more than $3 billion in just two years. Before working at AE Wealth Management, Leslie managed national operational functions and supervised the daily activities of advisors at Waddell & Reed. Leslie began her career as an order processor for a small broker-dealer and quickly moved into managing the department.
Leslie has a Bachelor’s degree in Psychology from Drury University and holds several securities licenses.
Leslie and her husband, Patrick, have two children who keep them very busy, especially with baseball and soccer. However, they still manage to make time for college football, Royals baseball and an annual family vacation to Disney World, which they believe is the happiest place on earth.