An attorney in financial services for more than 30 years, Leslie has worked for behemoths like JP Morgan Chase as well as much smaller firms. There are benefits to both, she says. What she loves about Laird Norton Wealth Management is that it combines the intimate, personalized service of a small firm with the expertise and professionalism found at the largest firms in the industry.
Another thing that sets LNWM apart, says Leslie, is that they are a fiduciary across all the operations. As a fee-only investment firm and a trust company, they are required by law to act in the best interest of each client. And that has been the policy and practice since 1967.
Having studied history and education in college and beyond, Leslie is great at providing easy-to-understand explanations of laws and regulations and making sure LNWM is in compliance with industry standards at all times.
She has a Juris Doctorate from Loyola Law School, Los Angeles, and an M.A. in Education from Arizona State University. She also has a B.A. in History from Arizona State University.
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