Leslie McMullen joined Trilogy Financial in August of 2007 after a successful career as a business owner and corporate executive. He brings a wealth of experience in strategic thinking, financial strategy, and complex problem-solving to his client’s financial planning. This foundation of expertise and resources is the cornerstone to Leslie’s ability to understand his client’s financial priorities and advise with realistic and actionable goals. Leslie believes that it is important to first, clarify and prioritize his client’s financial goals, then, working in tandem with his clients, to structure a financial plan. This process secures the confidence and vision required to pursue their financial success.
After his promotion to Vice President of Wealth Planning in October of 2017, Leslie began developing a team of advisors dedicated to expanding the strategies and action plans his clients’ use while pursuing their financial goals. Les provides the mentorship and leadership to a diverse team of representatives as they develop their financial planning skills.
Earlier in his Trilogy career, Les was nominated as the Rookie of the Year and the Rising Star representative. Leslie holds the FINRA Series 6, 7, and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and also holds Colorado life and health insurance licenses. He is also currently licensed in Oklahoma, California, Virginia, Wyoming and New Mexico.
Leslie currently lives near downtown Denver in a beautiful old house with his lovely wife, two beautiful children, and three energetic dogs.
Brett Miller, Dana Edwards, Xavier Lewis, Caitlin Spain, and Zach Swaffer have no affiliation with LPL Financial. They are affiliated solely through Trilogy Capital Inc., a registered investment advisor as an investment advisor representative.