Leslie has more than 20 years of experience in tax and financial planning. She oversees all aspects of the tax compliance and planning process. In addition, she works closely with the client service team on financial planning for our clients and is a director and President of Boulder Bridge Trust Company.

Prior to Okabena she was a Senior Manager with KPMG in their Personal Financial Planning practice.  In that role, she worked with high-net-worth individuals in the areas of tax compliance and planning, estate planning, retirement planning, stock options and investment planning.

She has a BA in Political Science/History and Business Administration from the University of Jamestown and a JD from William Mitchell College of Law (now Mitchell Hamline School of Law).