Communication and money… two culprits that have the potential to fuel disunity among families. What if we flipped this? Leslie found herself drawn to this challenge. At Archetype, we are passionate about equipping families in such a way that communication and money become key contributors to the success of future generations.
Leslie has 5 years of experience in the financial securities industry and over 10 years of management experience in areas of service and performance operations. Prior to joining Archetype, Leslie serviced high net worth individuals, foundations and trusts for a Houston-based money management firm. She has a B.S. in Communications: Advertising and, while the creative side of her enjoys wordsmithing, she went on to obtain her Master of Business Administration as she loves applying her analytical strengths towards creating innovative solutions. Leslie serves as a Marketing Manager and Wealth Advisor at Archetype. She considers it a privilege to partner with families to ensure that their “torch” burns bright for future generations.
Leslie grew up overseas, where she developed a passion for connecting with individuals from all backgrounds and uncovering what uniquely motivates them. Leslie and her husband, David, are actively involved in their church and serve as chairs for The Antioch Partners Champions Board. In her free time, Leslie enjoys quality time with family and friends and takes advantage of any opportunity to be active outdoors– permitting the Houston heat allows it.
Quote by George Bernard Shaw.