Client Services

Joining the Kanani Advisory Group team in 2019, Leslie enjoys her role servicing our clients. Leslie processes the day-to-day business for existing clients and their accounts.

Leslie holds a bachelor’s degree in business management from Cal State Fullerton. Prior to joining our team, she held positions in executive-level management for a prominent telecommunications firm and as an associate accountant. Leslie’s extensive experience in call center management, customer service and operations management are many of her past career highlights.

Outside of the office, Leslie’s main focuses are her children and family. She also finds time to volunteer within the school system in many different capacities. When she can, Leslie enjoys working on her golf game.

As Kanani Advisory Group’s Director of Business, Veronica is charged with overseeing the firms’ operations, transactions, and onboarding of all new clients. She manages the team’s procedures, including case management, developing and executing strategic business plans and team building, all with an emphasis on compliance and customer service.

Veronica holds a bachelor’s degree in journalism and a bachelor’s degree in cinema, television arts from Cal State Fullerton. She started her career with Kanani Advisory Group in 2016 as a part-time office assistant and has diligently learned the firm’s operation process.

Outside of the office, she enjoys traveling, is an avid movie-goer, and loves spending time with her family.

Executive Assistant

Joining the Kanani Advisory Group team in 2022, Cassie loves her role as executive assistant. Being on the front line of communication and customer service for the firm, Cassie oversees all calls, incoming or outgoing, as well as managing the calendar and other office coordination.

Prior to joining our team, Cassie held positions in property management for two top storage companies. Extensive experience in customer service, appointment setting, and creative problem solving are many of Cassie’s past career highlights.

Outside of the office, Cassie is an artist, actor, and writer. She studied acting in front of the camera at Barbizon Modeling and Acting School in Los Angeles. She enjoys spending time with her pets and takes part in virtual Dungeon and Dragons sessions with her friends.

As Kanani Advisory Group’s Marketing Coordinator, Naveed is responsible for managing all seminars, workshops and client-centered events, from the first phone call all the way down to any post-event activity. He also assists with many administrative tasks including scheduling portfolio reviews and updating the database regularly. Naveed aims to provide the best experience possible to every person who encounters the Kanani Advisory Group.

Naveed holds a bachelor’s degree in business administration from Chapman University. Previously, he worked in the business broker field part time while he was attending school. In his free time, you can find Naveed practicing the violin, playing shows with his band, and spending time with his family and friends.

Administrative Assistant

Carrie handles many of the administrative aspects of the firm. She also is passionate about client service. She was previously an estate attorney practicing in Louisville, Kentucky. She earned her Juris Doctor and undergraduate degrees from the University of Louisville.

A committed advocate of community service, Carrie is a passionate supporter of Family Assistance Ministries, a homeless prevention agency, where she has volunteered since 2009. She also supports other charitable endeavors such as the Leukemia & Lymphoma Society and Wounded Warrior Project.