Our Team

Rewarded by Long-Standing Relationships

Leslee Schoonover

Client Relationship Executive


Leslee brings over 14 years of experience in the financial industry to our team.  After 7 years with Ameriprise Financial, she moved in 2008 to Merrill Lynch where she worked in the boutique Bethlehem office geared towards high net worth clients.   Superior client service is Leslee’s top priority and she strives to get our clients accurate and complete answers to their questions in a timely fashion.

Leslee spends her free time with her husband and 2 daughters.  She enjoys volunteering at her children’s school as well as with Repertory Dance Theatre.  Leslee is an avid reader and enjoys doing puzzles in her spare time.

Team Members