A very wise man once said, â€œif you do good in the world and do right by your clients, good will come back to you.â€ This is the basis for Laurieâ€™s career in the financial services industry and her work with her clients every day. Having earned her Certified Senior Advisor (CSA)Â® designation, Laurie places the highest emphasis on the five Code elements of Competence, Honesty, Trustworthiness, Fairness, and Professionalism. With a passion for retirement, estate, and elder planning, Laurie brings a distinct professional edge to the table when working with her southern client base. Bringing with her over a decade of financial experience, including mortgage banking, client service, and financial planning, Laurie holds her FINRA Series 7, Series 63, Series 65 through LPL Financial, Florida 215 Life and Health Insurance license and AIFÂ® designation. A lifelong student of the arts, Laurie studied at Concordia University in St. Paul, MN, with a focus on music and broadcast journalism. Raised in the Midwest with small-town values, Laurie and her husband, Ben, are delighted to call Floridaâ€™s picturesque Gulf Coast their home. When Laurie is not master planning for her clients, Laurie and Ben enjoy fun in the sun and playing host to friends and family.
Sorry, no records were found. Please adjust your search criteria and try again.
Sorry, unable to load the Maps API.