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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.



Chartered Mutual Fund Counselor™


Bachelor of Science, University of Nebraska

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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 Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning