Leslie joined the firm in 2024, bringing with her a wealth of experience in corporate financial planning, accounting, and project management. With a strong foundation in these areas, Leslie plays a key role in supporting the firm’s financial advisors in their efforts of financial planning and advisory processes, while also managing special projects that drive efficiency and client satisfaction. Her expertise allows her to offer insightful solutions and promote smooth execution. Beyond her professional accomplishments, Leslie is a proud mother of two adult children and enjoys exploring the world with her husband.
Robert Wolf, James Koenig, Sara Wolf, Michael Rock, and Chad Lange are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.
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She's one of the youngest CFP's in the state and for good reason. Wolf Financial Advisory's, Sara Wolf, says she's passionate about financial planning because she knows what kind of impact it can have.
Thanks to some key decisions, Sara was able to start investing early. Now she helps others do the same. With the right tools and time, even the smallest amount has the potential to grow into something powerful. Sara has also made it her mission to dispel the myth that women are not great with finances. They just need to be empowered to start.
In this video, Sara shares how to build wealth and break cycles — one smart step at a time.
Invest in Yourself - Connect with Sara today: https://www.wolffinancialadvisory.com/request-a-meeting
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Elizabeth Meeth
Leslie joined the firm in 2024, bringing with her a wealth of experience in corporate financial planning, accounting, and project management. With a strong foundation in these areas, Leslie plays a key role in supporting the firm’s financial advisors in their efforts of financial planning and advisory processes, while also managing special projects that drive efficiency and client satisfaction. Her expertise allows her to offer insightful solutions and promote smooth execution. Beyond her professional accomplishments, Leslie is a proud mother of two adult children and enjoys exploring the world with her husband.
Robert Wolf, James Koenig, Sara Wolf, Michael Rock, and Chad Lange are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities.