After spending 25 years helping corporations be financially sound, Lesley sought to assist individuals and small business owners with prioritizing their own financial peace of mind. Together, they navigate the process of building, protecting, enjoying and sharing wealth by addressing needs such as lifetime income strategies, business succession solutions, college funding, retirement, legacy strategies and managing costs for extended periods of care or disability.
Lesley holds a Bachelor of Science in Accounting, an MBA in Human Resource Management and insurance licenses in Arkansas, California and Washington. She enjoys giving back to the community and life long learning through her involvement in various organizations. She is an active member of the Estate Planning Council of Arkansas, volunteers on the Children’s Advocacy Centers of Arkansas’ gala committee, serves on the Downtown Little Rock Partnership Board and is the Treasurer of Little Italy, Arkansas Heritage Society and Museum, a non profit organization dedicated to preserving her community's Italian heritage.
Lesley and her husband Scott live in Little Italy, Arkansas, which was founded by five Italian immigrant families, including her own great grandparents. Faith, living life to the fullest, and preparing for the next generation’s well-being are cornerstones of this proud township – principles that Lesley uses to develop financial strategies for her own family and those she serves.
Lesley and Scott have two children, Amanda and Kevin, and two grandchildren, Brayden and Collins. Because of her own experiences, Lesley is driven to support young families in their quest for a strong financial foundation. She is also deeply committed to those on whose shoulders she stands and treasures every opportunity to help someone navigate their retirement and legacy goals.