Senior Client Service Advocate, Team Lead
Leslie comes to us with many years of experience in office management within the technology sector, so having to quickly adapt to the environment around her is second nature. Leslie leads our team of client service advocates as well as performs all administrative services to help assist client needs from money movement to account updates. She takes pride in her experience with asset flow transactions; whether it is an existing client or a brand new relationship, she can take care of account openings, transfers, IRA consolidations, and distributions. If you are retired and need income from the investments you hold with Katterhenry Investment Group of NEST Capital, Leslie will handle your request efficiently.
Leslie currently resides just outside of Piqua with her husband, Patrick, and their children, Gwen and Alex. The four of them avidly enjoy outdoor activities that revolve around water, as well as trying to find the best street taco when given the opportunity.