Brian
Leslie
CFP®, CMFC™
Here to act in your best interests
About me
A financial planner since 2005, I take pride in my ability to explain complex topics to my clients in ways that are easy to understand. That way, we can collaborate on creating the best plan possible for their unique life situation and help get them to the rewarding retirement they deserve. When I’m not at work, you can find me enjoying the outdoors with my family.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Mutual Fund Counselor™
Education
Bachelor of Science, Business Administration with specialization in Investment Science & Portfolio Management - University of Nebraska
Visit one of our Locations
Omaha
18881 West Dodge Road
Suite 240W
Omaha, NE 68022
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
