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Leslie North

Financial Consultant

Phone: 224-554-8072
Fax: 224-554-8042
E-mail:


 

 

 

 

 

Leslie is committed to helping her clients reach financial goals for themselves, their families and their businesses.  Creating a comprehensive financial plan for their unique situation is a key place to start.  Leslie believes in the importance of working with a financial professional who can take the plan and help make it a reality, periodically reevaluate that plan as progress is made toward a client’s goals, and make changes as necessary as milestones are reached or when life’s changes occur. 

Our knowledgeable, experienced team builds customized financial strategies for individuals and businesses to help you be prepared for whatever may happen in life.  We aspire to build lasting, meaningful relationships based on trust, integrity, and exceptional client service.

Leslie received her bachelor’s degree from DePauw University with concentrations in Economics and French.  She graduated from the Management Fellows Program, an honors program with an emphasis in Management and Entrepreneurship.  

Away from the office, Leslie enjoys spending time with her husband, daughter and two sons in Winnetka where they live.

As part of her continuing education, Leslie completed the curriculum and passed the exam for the CERTIFIED FINANCIAL PLANNER® professional designation.  She also holds FINRA Series 7 and Series 66 registrations. 

Community activities – Auxiliary of NorthShore University HealthSystem, Service Board of Midwest Palliative and Hospice CareCenter

Member Financial Planning Association