Leslie Phelps

Client Service Manager

“Life is a sort of splendid torch which I’ve got hold of for the moment, and I want to make it burn as brightly as possible before handing it on to the future generations.”


Communication and money… two culprits that have the potential to fuel disunity among families. What if we flipped this? Leslie found herself drawn to this challenge. At Archetype, we are passionate about equipping families in such a way that communication and money become key contributors to the success of future generations.

Leslie has over 4 years of experience in the financial securities industry and over 10 years of management experience in areas of service and performance operations. Prior to joining Archetype, Leslie serviced high net worth individuals, foundations and trusts for a Houston-based money management firm. She has a B.S. in Communications and, while the creative side of her enjoys wordsmithing, she went on to obtain her Master of Business Administration as she loves applying her analytical strengths towards creating innovative solutions. Leslie considers it a privilege to partner with families to ensure that their “torch” burns bright for future generations.

Leslie grew up overseas, where she developed a passion for connecting with individuals from all backgrounds and uncovering what uniquely motivates them. Leslie is actively involved in her church where she serves on the missions committee. In her free time, Leslie is an avid reader, enjoys quality time with friends and any opportunity to be active outdoors… permitting the Houston heat allows it.

Phone:
(346) 352-2360

Email:
leslie.phelps@archetypewealth.com

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