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Leslie McMullen
Vice President of Wealth Planning
 

Leslie McMullen joined Trilogy Financial in August of 2007. In October of 2011, he was promoted to Vice President of Wealth Planning where he has been dedicated to putting together strategies and action plans to assist his clients in accomplishing their financial goals. Les also devoted his time to working with a diverse team of representatives to develop their skills so they may succeed in helping their clients find financial independence. 

Leslie was both a business owner and a corporate executive prior to coming onboard at Trilogy Financial so he brings a wealth of experience in strategic thinking and complex problem-solving. Leslie believes that it is important to clarify and prioritize his clients' financial goals so that his clients can have confidence and vision in their financial planning.

Earlier in his Trilogy career, Les was nominated as the Rookie of the Year and the Rising Star representative and he is currently working towards the Chartered Financial Consultant designation. Leslie holds FINRA Series 6, 7, 63, and 65 registrations, as well as 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.

 

MEET LESLIE'S TEAM MEMBERS
MARK NICOLET, CFP®, MBA 
WEALTH ADVISOR 

BRETT MILLER 
WEALTH ADVISOR 

TYLER SCOTT
WEALTH ADVISOR

CHASE MOORE
WEALTH ADVISOR
 
CALL LESLIE DIRECT AT
(303) 300-3323 ext. 5212
  Strategic Partners

ASK LES A QUESTION

 

 

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Money is too personal to leave to the product-pushers and robots. Since Trilogy doesn't own financial products and clients are advised by real people, face-to-face, our only job is to hear you, understand your priorities and advise accordingly. This commitment comes from our founder, Jeff Motske, CFP®, who to-this-day actively advises clients with the same passion which he started with 25 years ago.

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