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Partner & Market Leader
West Texas
Client Advisory
Laurie is a Partner and Market Leader in the Texas office. She is responsible for providing integrated financial planning and wealth management advice to clients. Laurie partners with her clients and their extended team of professionals to develop and implement cohesive financial strategies to help them achieve their goals.
Prior to joining Cerity Partners, Laurie was a Partner and Senior Financial Advisor at FJY Financial. At FJY, she also was the chair of the firm’s investment committee, which set the firm’s investment philosophy and performed due diligence on asset classes and the firm’s underlying investment recommendations. Before entering the financial planning profession, Laurie worked as a management consultant with Arthur Andersen, LLP.
Partner
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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