We are excited to announce that Leslie Gaddis has joined our firm as a Financial Planning Assistant.

Leslie earned her MBA from North Carolina State University. Most recently, Leslie completed the Financial Planning certification through Duke University, passing the CFP© Exam in July 2017.

Our clients will have an opportunity to work with Leslie through the financial planning process, during which Leslie will assist families with gathering the data necessary. Leslie will help create the custom plans that we use to help our clients understand and act upon their financial future.

Leslie was born in Silver Spring, Maryland but raised in Durham from a young age. She now lives in Durham, where she enjoys indulging in all the great restaurants the city has to offer and attending the Broadway Series and other events at the Durham Performing Arts Center. She regularly practices and occasionally teaches Ashtanga and vinyasa yoga. She also enjoys traveling both in the US and overseas, having visited a number of countries including New Zealand, Greece, Italy and Costa Rica.