Lesley focuses on client customer service and operations. She maintains close working relationships with clients, financial advisors, and the firm’s broker-dealer. She assists with ongoing compliance requirements for Preisz Financial including regulatory branch exams and Registered Investment Adviser (RIA) renewals. She has more than 25 years of experience serving in various client service and support roles and more than 10 years of experience in the financial services industry. Her experience and client commitment lends to her ability to handle multiple tasks and assist the firm with daily operations.
A native Oregonian, Lesley enjoys all that the great outdoors offers, including hiking, camping, and star gazing. She always looks forward to family game night with her two children and is an active member of her community.