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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

The Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet

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Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips

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Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

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