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

Name

Leslie Davis Schoenhofer

Position

Founder & Financial Advisor (IAR)

Languages

english

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

Reach out to us and we’ll guide you on your financial journey.

Free Consultation

Other Experts

Bianca Valles

Client Relationship Specialist

Vanessa Adriano

Client Liaison

Matt Urban

Financial Service Advisor

Tasya Smith

Chief Operating Officer