For nearly two decades, Laurie has been dedicated to developing strategies to invest, manage, and transfer wealth. She takes a comprehensive approach to financial planning and works through a six-step planning process with her clients. Laurie believes that this process provides her clients with the security of knowing that she listens to and understands their entire situation rather than only a piece of it. Laurie’s accounting degree plus years of experience have proven invaluable for effective tax planning with her clients.
Raised on Long Island, Laurie has been a resident of New Rochelle for over five years. Outside of work, she enjoys the theater and concerts, exercising, reading, and spending time with family and friends. Laurie also works as a hotline volunteer for Domestic Violence survivors.
YWCA of Greenwich, Volunteer (2019-); Financial Planning Association, Member (2017-)
Services Include – but are not limited to:
Laurie is experienced in working with clients of varied backgrounds including physicians, divorcees, professional women, and widowers. She will often partner with a client’s attorney or accountant for legacy planning.
Most Recent Passport Stamp:
Laurie has a green thumb…and over 70 plants in her home!
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
General Securities Registered Representative
Held with LPL Financial
Uniform Investment Advisor
Held with Independent Advisor Alliance
Uniform Securities State Agent
Held with Independent Advisor Alliance and LPL Financial
Chartered Retirement Planning Counselor
CRPC conferred by the College for Financial Planning
Securities Registration States
CA, FL, GA, NC, NJ, NY
Insurance Registration States
FL, GA, NC, NY
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