Lesley joined Litman Gregory in 2012 as an Investment Advisor and transitioned to Senior Investment Advisor in 2018. She provides investment advice, financial analysis and portfolio management services to our clients. Lesley’s experience includes working with individuals, foundations, endowments, and group retirement plans. Prior to joining Litman Gregory, Lesley managed individual client relationships with Fidelity Investments, where she was responsible for financial planning, workplace retirement plan integration, and ongoing investment portfolio monitoring. Previously, she served with Core Asset Management Company, a New York based investment management firm providing portfolio management services for families and charitable foundations. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®), earned an Executive Certificate in Financial Planning from San Francisco State University, and is a graduate of the University of Montana (BA – Liberal Arts).