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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Bill is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 40 years of experience, servicing clients in all areas of wealth management. He joined our team after merging his firm, Evergreen Investment Advisors, with Leslie...

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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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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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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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