Lesley Buck

Assistant Manager of Client Services


Lesley Buck

Assistant Manager of Client Services

Lesley joined PCM from the financial and tax industry where she managed a global team to support customers around the world with VAT compliance. With a B.A. in Psychology from Gettysburg College and an M.Ed. from Temple University in Counseling Psychology, Lesley brings strong people skills to the PCM table. In the financial world, Lesley has completed both the Series 7 and the Series 63 exams, and has over 2 decades of mutual fund compliance and operations experience.

Outside the Office

Lesley has two kids in college, so her heart and money have moved out. She enjoys crossword puzzles, spending time with her large family (including 16 nieces and nephews!), traveling, and doing anything outdoors.

NEWS & BLOG

FROM THE BLOG

  • Webinar about Secure Act 2.0

    Secure Act 2.0 Webinar

    Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022. 

    Read More
  • HSA webinar 2023

    Health Savings Accounts Webinar

    In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.

    Read More
  • Cybersecurity webinar

    CyberSecurity: Protect Yourself

    CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.

    Read More


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