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 recently uprooted her home from Troy, Ohio to set new roots down in the state of Texas (New Braunfels), where she resides with her husband, Patrick, and their children, Gwen and Alex. The four of them avidly enjoy outdoor activities that revolve around water, when given the opportunity. She plans on having many tube floats down the Comal and Guadalupe River’s in her new state while exploring all that the San Antonio area has to offer.