Five Oceans Advisors

Leslie Mallman is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Five Oceans Advisors and previously owned Leslie Mallman Money Coaching, where she taught classes focused on managing emotions related to money. Her prior roles include positions at Montcalm TCR, Grove Advisors LLC, and Skyline Financial Advisors, LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, specializing in taxable investors and clients with complex estate and tax planning needs. The firm employs evidence-based investment strategies with a focus on tax efficiency and integrates a range of services including discretionary investment management, financial planning, and coordinated oversight of wealth issues.

Joe Moser is a CFP® and Series 66-licensed advisor at Five Oceans Advisors with 16 years of industry experience. Prior to joining Five Oceans Advisors in 2020, he worked at Dhgwealth Advisors for seven years. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and modern portfolio theory, offering discretionary investment management, financial planning, and coordinated oversight across custodial platforms and other professionals.

Marc Campbell is a CFP® professional with 12 years of industry experience. He has worked at Five Oceans Advisors since 2020 and at TCI Wealth Advisors since 2014. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and clients with complex estate and tax planning needs. The firm employs an evidence-based investment approach emphasizing tax efficiency and integrates services across custodial platforms, digital advisers, and coordinated wealth oversight.

Christopher Girbes Pierce is a CFP® professional with 14 years of experience in financial advising. He has worked at Five Oceans Advisors since 2020, following prior roles at Advice Period LLC and Enlightened Wealth Management LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, with a focus on taxable investors and complex estate and tax planning. The firm employs evidence-based investment strategies grounded in modern portfolio theory, emphasizing tax efficiency and proactive asset location, while also incorporating active and alternative management where appropriate.