Leslie Klinski, CPA

As a Team Lead, Relationship Manager, Leslie works with high-net-worth individuals and families whose complex financial needs demand unique and personalized solutions. She provides excellent service to our clients, offering a wide spectrum of financial services that we can tailor exactly to their needs, and leads a group of relationship managers. She works with clients that span multiple generations to develop sound financial plans that will serve them well into the future, honoring their wishes and ensuring the safety of their assets.