Leslie Meisner is Director of Marketing for Mosaic Fi. Her contributions include developing the marketing strategy, content creation, as well as identifying tools and practices to enhance the client experience.
Leslie shares more than 25 years of experience working in wealth management for JPMorgan and BMO, leading teams that provided full wealth management services to their clients. She is well versed in financial planning, investment management, trust and estates, and banking. Leslie has a BS in Business Administration/Marketing from the University of Illinois in Chicago. She is a Retirement Management Advisor® as well as Certified Professional Coach.
She is passionate about retirement planning and will also lead Mosaic Fi's efforts in looking for new tools and innovative ways to provide clients with tailored planning to effectively help them realize their retirement dreams and objectives.
Leslie lives in Scottsdale, AZ, with her husband Steve. They enjoy an active lifestyle in the desert foothills and desperately miss their two grown sons.
Leslie shares more than 25 years of experience working in wealth management for JPMorgan and BMO, leading teams that provided full wealth management services to their clients. She is well versed in financial planning, investment management, trust and estates, and banking. Leslie has a BS in Business Administration/Marketing from the University of Illinois in Chicago. She is a Retirement Management Advisor® as well as Certified Professional Coach.
She is passionate about retirement planning and will also lead Mosaic Fi's efforts in looking for new tools and innovative ways to provide clients with tailored planning to effectively help them realize their retirement dreams and objectives.
Leslie lives in Scottsdale, AZ, with her husband Steve. They enjoy an active lifestyle in the desert foothills and desperately miss their two grown sons.