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Showing 1 - 3 of 3 results for "Sarah Leslie"

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... comprise six awards in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... comprise six awards in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016, together with directors Kara Treeby and Sarah Leslie. After years of running her own business, Graham said she is "excited to be returning to her roots." "I'm thrilled to join ...
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