Leslie joined SFP Wealth in 2019 as a financial associate as part of John Farrelly’s transition into SFP Wealth. Prior to this, Leslie worked as a practice manager for over twenty-five years and has been instrumental is ensuring the smooth transition of Farrelly clients into the SFP Wealth practice. Leslie is responsible for all client account services, including new and existing accounts and clients. Her ongoing relationships exemplify her caring nature and desire to always do what is best for her clients.
Leslie lives in Attleboro, MA. Outside of the office, she enjoys spending time with her family, going to the beach, biking, kayaking, and traveling. Leslie’s ideal day would be spent near the ocean with family and friends.