There's Only One FirstWave^®

Leslie Carlson

FPQP™, CAP

Vice President of Client Operations

CREDENTIALS

Certified Administrative Professional
FPQP™ Financial Paraplanner Qualified Professional

FirstWave Financial®

Executive Oversight and Management of the Client Service Associates Team and Client Operations Team.
Ensures clients receive exceptional service through the research, coordination of projects, and response to client inquiries.
Assists in making the insurance placement process as smooth as possible for our clients.

ISGN

Managed the daily function of administrative and operational staff.
Oversight for planning, organizing, and managing of the various administrative and operational functions.

EDUCATION

Rock Valley College; Rockford, Illinois
Harlem High School; Machesney Park, Illinois

CIVIC

International Association of Administrative Professionals – Member, Past President
Grace Church Melbourne – IMPACT Outreach Committee
Make A Wish Foundation – Past Wish Granter

Interested in a

Complimentary Consultation?

Recent Posts

FirstWave Financial Annual Letter 2023

February 28, 2023

In the words of the great philosopher Mike Tyson – “Everyone has a plan until

Marriage – Your Personal Merger

February 14, 2023

By Laura Chiesman If you are in the middle of planning a wedding you know

Am I spending too much time worrying about my money?

December 20, 2022

It is no wonder you may find yourself worried about your money all the time.

No Regrets

September 23, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What will be my legacy?

September 13, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What about college saving for my kids, grandkids, family

August 8, 2022

Higher education funding is a very important goal for many families…

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