Brian

Leslie

CFP®, CMFC™

picture of a planner

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.

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