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Daniel Leslie, MSM, CLU, ChFC, CASL Vice President of Growth and Development and Wealth Management Advisor, LFG Independence Ohio Personal Mission: To inspire leaders to reach their full potential and achieve greatness and love in their lives. Personal Values: Courage, Growth, Loyalty Collaboration and Gratitude Dan Leslie is a highly sought-after Wealth Management Advisor and Vice President of Growth and Development of Lifetime Financial Growth (LFG), a Privately-owned Wealth Management firm with over 250 Advisors in 6 states and one of the fastest growing firms in the country. Dan started his career in 1995 and built a very successful Wealth Management business and was a Managing Director overseeing what became one of Northwestern Mutual’s most successful District offices in Akron Ohio with over $3 billion of insurance in force and over $500 million in assets under management. In 2014 Dan was approached by the Home Office to join Northwestern Mutual (Fortune 100 Company) as an Executive. Dan sold his practice and moved to Milwaukee in an Executive rotation program giving Dan exposure and access to nearly every part of the enterprise. In 2018, Dan and his team joined LFG. They specialize in working with high income professionals and business people that care deeply about their family and businesses and value achieving financial security in their lives. Dan’s focus areas include Physician Practices, Business Planning Strategies for family owned businesses, Retirement Income Strategies, and Special Needs Planning. Dan graduated from Kent State University with a BBA in Finance. He has numerous professional degrees and designations listed above as well as earned various investment licenses including the Series 6, 7, 63, 66, 26, 9 and 10.Dan is married to his wife Heidi and they have a son Brodyn. Dan and his family reside in Hinckley, OH and has been heavily involved in the community over the years in Economic Development and Charitable leadership roles. Most Notably, Brodyn’s Friends, a foundation Dan and Heidi started to find a cure for NKH, a rare metabolic disease that affects their son Brodyn. Dan is a published author and speaker within the industry and on ideas to achieve financial security. Dan is a founder of a start-up company using technology to help families with special needs as well as spent considerable time on Capitol Hill educating Congress on tax and legislative issues impacting the industry and the clients it serves, Dan’s hobbies include spending time with his family, rugby, CrossFit, yoga, hiking, gardening, traveling, and working with special needs children. Em: firstname.lastname@example.org O: 216-360-7465
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0M74164.
It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.