Leslie is the President and CEO of Optivest. She implements tactical investment strategies and monitors investment performances. With more than 30 years of investment industry experience, she works to provide the utmost care in serving her clients’ financial needs and facilitating success. Leslie’s passion lies in fostering financial growth for successful families. She takes great pride in her ability to do more than just manage client portfolios; she works to instruct, guide, and deliver customized financial and investment insight for her clients amidst their uniquely fast-paced lives. Leslie also coaches individuals going through difficult transitions, working to build confidence, knowl