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 working towards 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 pursue 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 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.