Laurie has been providing financial services to individuals and families since 2001. Previously, she served in senior financial and operations management positions with a successful electronics manufacturing company. Her success in both worlds is based upon her resourcefulness, dedication, and passion for client satisfaction. Her mission is to provide comprehensive service from day one in enabling clients to achieve their goals, develop resources, and implement their plan.
Clients consistently use words like trust, integrity, and accessible to describe her. They have faith in her judgment, commitment, and ability to translate their vision into reality. This trust is carried through the entire process, extending to the hand-picked teams of attorneys, CPA’s, insurance professionals, and advisors.
When not working, Laurie enjoys spending time with her friends and family. She can also be found biking across mountain passes, practicing yoga, or watching her daughter’s soccer team.
Qualifications:
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Licensed insurance professional
- Notary public
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