Insight for every stage of your business

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A leader in the wealth management industry for business owners and exceptional families. She has dedicated her career to advising business owners on their succession options, including Employee Stock Ownership Plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group, Leslie continues to work closely with business owners and their families. With more than 30-years of expertise, she and her team are uniquely qualified to assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management.

Family Office Consultant (FOC)
While Leslie’s extensive ESOP, captive insurance company asset management and corporate experience has helped differentiate her within the industry, she has expanded her work with family offices that could benefit from her investment and planning insight. Leslie is among a select group of Financial Advisors who have earned the UBS business designation of Family Office Consultant (FOC). She has undergone rigorous training to strengthen her knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families. Leslie understands the complexities of intergenerational wealth and the challenges faced by exceptional clients. She aligns their specific needs to the full suite of UBS capabilities to help them pursue their most important goals.

• Barron’s Top 100 Private Wealth Advisory Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4. 
• Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021, 2022
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Women Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
• Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes America's Top Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Private Wealth Advisor

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• Vice President–Wealth Management

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Mike started his career at UBS in 2008 after graduating with a degree in Finance and Management from the University of Kentucky. In his time with UBS Mike has achieved the Certified Financial Planner™ (CFP®) and the Certified Exit Planning Advisor (CEPA®) designations, and graduated with an MBA from Xavier University. After passing Level I, he is currently working on Level II of the Chartered Financial Analyst (CFA) curriculum.

Mike volunteers his time as a Board Member of CASA for Kids Northern Kentucky.
Mike and his wife, Maggie, live in Fort Thomas, Kentucky and have two kids, Michael IV (Mac) and Everette (Evie).

Ashley joined UBS in July of 2017. Prior to joining 3 Point Legacy Advisors, Ashley was Branch Manager and Retail Officer of a local bank for 7 years and has 10 years of experience in the financial industry. She helps manage client service, operational needs and provides administrative support primarily for our Captive Insurance Business.

Outside of work, Ashley enjoys RV traveling, boating, fitness, sports and the outdoors. She also enjoys volunteering with the Juvenile Diabetes Research Foundation.
Ashley lives in Union, Kentucky with her husband Chris, and their daughter Whitney.

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Megan began her career at UBS Financial Services in June of 2014 after graduating from Miami University where she earned her Bachelor's degree in Finance.  Megan provides our clients with operational and administrative support on a day-to-day basis. She holds her Series 7 and Series 66 licenses.

Outside of work, Megan enjoys playing volleyball, being outdoors and spending time with friends and family.  Megan and her husband Josh live in West Chester, Ohio with their son Weston.