With more than 25 years of experience across consulting, banking, and financial advising, Laurie partners with individuals and families to navigate life transitions with perspective and purpose. As a Wealth Advisor, Laurie develops wealth planning strategies designed to help her clients realize their dreams and build legacies. Her client work is grounded in trust, open communication, and happens in close coordination with clients’ tax and estate planning professionals to create thoughtful, well-aligned strategies. 

Laurie’s goal is simple: to help people. Her approach is designed to increase financial literacy and confidence, helping clients visualize their financial future and make informed decisions aligned with their goals and values. With a knowledgeable yet relaxed style and a natural sense of humor, she strives to make even the most complex financial topics feel manageable and empowering. 

In addition to her client work, Laurie plays an active role in developing the firm’s advisor talent. As an Associate Advisor Group Lead, Laurie supports a team of wealth advisors through coaching, mentoring, and practical guidance that supports their continued growth. In partnership with Advisor Group Leadership, she contributes to development initiatives, performance planning, and knowledge sharing, helping elevate both individual advisors and the broader team experience across the firm. 

Laurie lives in West Bloomfield, Michigan with her husband, and they have one daughter. A lifelong advocate for helping women recognize and step into their own power, she is especially passionate about increasing women’s confidence and knowledge in their personal financial well-being.