Team Profile

As a Vice President and financial advisor at Sequoia, I am committed to working with female executives and business owners – they have a ton of drive, passion and are extremely busy, and I am there to help them balance all the demands in their life. I stand alongside them in the trenches helping them develop a plan to get things done, one step at a time, with a positive approach. From me, clients can expect superior attention to detail, encouragement to think outside the box, assistance in making connections with others and building a comprehensive plan—all of which will align with their personal and professional goals.

I am an optimist by nature and strongly believe in looking forward, not backward. I am always seeking opportunities to keep learning, ultimately giving me the ability to help more people, and am keenly focused on mentoring and coaching younger women.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Mount Holyoke College, B.A. in Mathematics
  • The Tuck School at Dartmouth, MBA in Finance

Industry Involvement

  • Financial and Estate Planning Council of Southeast Michigan Member

Up Close

  • Enjoys volunteering within the community, entertaining and spending time with her husband, daughter and pets
  • Lived in Manhattan for more than 20 years
  • Lives in West Bloomfield, Michigan
  • Joined Sequoia in 2019

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Laurie Marshall, CFP®, MBA | Sequoia Financial Group

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