Prudence. Expertise. Diligence.

Bo G.A. Pihl CFP®, CFA:

I have been working in the financial services industry my entire career.  Immediately after graduating from college in the spring of 2001, I began work for Neidiger, Tucker, Bruner, Inc. in research and back office positions.  At NTB I was initially involved with prospectus review, daily cashiering and maintenance margin functions for the brokerage. Next, I moved on to opening accounts and on-boarding a large book of business for subscription to the initial public offering of Natural Gas Services Group, Inc.  After that IPO was completed, I left NTB and did graduate work in international finance at the University of Lund, Sweden.  I then went to work with Lesley Shiffrin in her private wealth management practice.  Since we began working together, we have grown our business significantly both through asset appreciation and by adding clients.  During the early years, I was also working on obtaining the CFP® certification, which I completed in 2006. Over time, my scope of responsibility has grown from research and back office support to the full workload of an asset manager and financial advisor.  From 2010 to 2013, I also undertook to become a CFA charter holder. I am quite proud of having completed that course of study in 3 years, with sequential successful June exams. I now spend my time researching securities and making investment and portfolio decisions as well as interacting directly with the approximately 75 families we work with and their tax and legal advisors.

Lesley Leeb Shiffrin. M.A., CFP®:

I began my career in financial planning in the late 1980’s. I earned my CFP designation in 1986. I have always believed in a client centered approach which was wildly unpopular at that time.  However, one of my guiding principles has always been the philosophy best expressed in the Maya Angelou quote, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” This awareness has helped propel me to always listen carefully to our clients, do my best to find appropriate investments for their individual needs, and guide them to the unique financial future they envision. Our private wealth management practice has grown not only through asset appreciation but also through the addition of new clients as a result of referrals from current clients and their CPA’s.  Our goal is for our clients to feel heard, reassured, and confident about their financial plan.

Together we formed Orographic Financial Advisors, LLC in 2022