Leslie Davis Schoenhofer
Founder & Financial Advisor (IAR)
Leslie Davis Schoenhofer
Founder & Financial Advisor (IAR)
Founder & Financial Advisor (IAR)
Leslie Davis Schoenhofer
10+ years in finance
Biography
Upon earning my degree in Finance & Marketing, I transitioned into the role of a business coach, offering guidance to over 550 financial professionals and insurance agents across the nation. My dedication revolves around prioritizing clients' needs, ensuring recommendations align with their best interests. Upholding an ethical approach, I have achieved substantial firm growth primarily through client referrals, a testament to the trust and satisfaction of those I serve. In addition to professional commitments, I recognize the importance of future planning, drawing insights from my personal responsibilities as a spouse, parent to four children, and caretaker of a beloved family dog.
Qualifications:
- 10 years of Experience
- Series 65, Life & Health
- Serves in KS, MO, TX, IA, FL, NE, AK
- Preserving Principal While Growing Your Nest Egg
- Providing An Income You Cannot Outlive
- Distribution Planning
- Estate Preservation
- Insuring Your Legacy
- Creating Continual Growth In Your Portfolio
- Implementing Advanced and Tax-Friendly Strategies
My Expertise
Specialization