Leslie Herr

Managing Partner/Chief Compliance Officer

Every client needs to feel heard and understood. For more than 10 years, Leslie has listened to her client’s concerns and has formulated a blueprint for their financial success. Leslie’s goal is to simplify the financial planning process. Her passion for learning whether in the financial industry or life in general has helped her to create a great experience for her clients.

Family is very important to Leslie as she helps her parents traverse their 90s. Recently, Leslie welcomed her 1st grandchild.



  • Northwestern University, B.S. Human Development and Social Policy


  • Series 66 Financial License
  • Life and Health Insurance