Broker Check

Team

 
Barry is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a Wealth Manager since 1998. He earned his undergraduate degree from the University of Michigan and completed his MBA in Finance at the Kellogg School of...

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Gary is a graduate of the University of Illinois and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has been an Operations Manager at a boutique wealth management firm since 1997. Gary has had a lifelong interest in wealth ma...

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Mark started with Leslie Global Wealth in the summer of 2014 after receiving his undergraduate degree from St. Norbert College. There, he studied Finance and played for the Men’s soccer team. Mark is a CERTIFIED FINANCIAL...

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Angela Herzog

Director of Client Services

312.946.1000

312.946.1002

Angela joined the Leslie Global Wealth team in January of 2018 as Director of Client Services for our Chicago office. She spent the last 8 years in a similar capacity working for another investment firm. Angela comes from a Municipal...

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Sarah L. Mueller

Director of Client Services

262.670.6666

262.670.6961

Sarah joined the Leslie Global Wealth team in February of 2018 as Director of Client Services for our Hartford, Wisconsin office. She has spent the last 30 years assisting clients in the financial services industry. Sarah received her...

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