Leslie D. Michael, CPA/PFS CFP® Partner
Leslie has over thirty years of experience in public and private tax accounting and financial planning. While at Ernst & Young as a Principal in Tax, she focused her experience in tax, estate and financial planning for executives, small business owners and retirees. At Ernst & Young, Leslie was instrumental in developing the financial planning services for corporate executives in particular evaluating stock option exercise strategies maximizing their benefits and minimizing their tax consequences. She was also instrumental in developing estate planning strategies and bringing those strategies to her clients by applying her knowledge to their situations and knowing how to employ the strategies that would meet their goals. Following Ernst & Young, Leslie joined a local financial planning firm to continue her focus on individuals and their planning needs. However recognizing that tax planning is inseparable from sound financial planning, Leslie formed her own firm to assist clients with their tax planning needs as well as their overall individual and family financial planning needs.
Prior to Ernst & Young, Leslie worked in finance with a large regional multi family residential construction and management firm as well as with a national manufacturing firm. These experiences coupled with Leslie’s liberal arts and business degrees provide her with the unique ability to evaluate strategies from multiple angles, provide empathy to her clients and present strategies in a practical and understandable manner.
Leslie is also active in both charitable and professional organizations within the community. She served on the Executive Committee of the AICPA Personal Financial Planning Section for four years and is a past Chair of the Indiana CPA Society Financial Planning Section.
Leslie is a Certified Public Accountant and also holds the AICPA’s Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated from Indiana University with both a BS in Accounting and a BA with Distinction in Spanish.
Melissa ChapmanClient Associate
Melissa is a registered Paraplanner assisting Leslie with providing financial planning services to our clients. Melissa gathers and prepares the initial draft of a financial plan. She also prepares recurring reports, executes recurring tasks and in general keeps the office running smoothly. Melissa is also active in her community, particularly with Girl Scouts of America.