Leslie has been with Macro Wealth Management since March 2005. She is a process and detail-oriented thinker, always making sure that the internal and client operations are functioning at full force. From a management capacity, Leslie ensures that Macro Wealth Management provides great experiences for clients by maintaining meaningful, personal relationships.
Just to name a few of Leslie’s responsibilities: Keeping Tim’s Calendar, Out of State Licensing for Mart and Tim, Symmetry Partners Investment Accounts, Scheduling Annual Client Reviews, Individual Disability and Business Overhead Expense Underwriting, Email & phone follow up, email & phone follow up, email & phone follow up…... Leslie can be reached by email at Leslie@macro-wealth.com
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