There's Only One FirstWave®

Leslie Carlson


Vice President of Client Operations


  • 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.


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


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


  • 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

The Many Ways Our Grandparents Give.

By Laura Chiesman

As life expectancies continue to increase so does the number of lucky kids who have multiple grandparents in their lives. Grandparents (and great-grandparents) are key sources of assistance to families and their influence is well documented.


4 Conditions that Impact your Money 

By FirstWave Financial®

When are you going to stop worrying so much about your money? When you finish paying for the kids’ college educations? When you pay off your mortgage? When you have saved one million dollars? When? While each of these are great achievements, unfortunately accomplishing them can have you worrying even more about your money.


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