Leslie Girote, CFP®

Associate Wealth Advisor

Leslie joined the team in June of 2016. She graduated from the University of Illinois in Urbana-Champaign with a bachelor’s degree in Agricultural Consumer Economics with a concentration in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER ™ professional.

Leslie enjoys digging into the details, so clients don’t have to. She combines her passion of financial planning and her love for helping people to tailor comprehensive financial plans to the clients’ ever-evolving lives. Leslie also has a passion for teaching and training. She has an active involvement in new team members onboarding experience. 

Outside of the office, Leslie has a passion for philanthropy. She is active with various organizations in Chicago including providing Pro Bono Financial Planning services to those in need. In her personal life, Leslie loves spending time with family and friends, exploring the city, and reading a good book with her cat, May. 


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