Now happily retired, founder Leslie Myers is a CFP®, MBA, CLU, and ChFC®, and she served as a local Registered Representative with LPL Financial, the nation’s largest independent Broker/Dealer. She had been in the financial planning services industry since 1989.
Leslie graduated from the University of Colorado Denver in 1990 with a Master’s in Business Administration. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 1993, the Chartered Life Underwriter designation in 1995, and the Chartered Financial Consultant designation in 1997. Her registrations and licensing enabled her to assist clients with individual stocks, bonds, mutual funds, and life and disability insurance. At Elevate Wealth, she provided a comprehensive financial overview aimed at helping her clients set and reach their goals.
Originally from Pennsylvania, Leslie moved to Colorado in 1980. She loves being active outdoors and was an avid biker, golfer, and hiker.