Brian
Leslie

CFP®, CMFC™

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Brian Leslie

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, University of Nebraska

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Visit one of our Locations

Omaha

541 North 155th Plaza

Omaha, NE 68154

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health