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.
Laurie has been named by several industry publications as a leader in the profession. She was included in Investment Advisor’s “Five to Watch” list of visionaries and business builders who are influential now and may well be in the future. Financial Advisor magazine has named Laurie one of “10 Young Advisors to Watch,” and in 2014, Laurie was named to the Investment News list of “40 Under 40” which featured the best and brightest professionals among the financial advice industry’s up-and-comers. She has been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors and has spoken at a number of industry events, including Schwab IMPACT and Investment News’ Adviser Solutions workshop.
An active member of the Financial Planning Association, Laurie served as the 2015 President of the NexGen community, an organization of over 2,000 young financial advisors. She is former member of the Board of Directors of the Financial Planning Association National Capital Area chapter.
Laurie has written as a columnist in Investment Advisor and participated in a roundtable discussion which was a cover story in the Journal of Financial Planning. She has co-authored papers published in Financial Planning and Investment News, and she has been quoted in Investment Advisor, Financial Planning, Investment News, RIABiz, MarketWatch.com, eFinancialcareers.com and Reuters.
Laurie earned her Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy while graduating summa cum laude from Southern Methodist University. Additionally, she earned her Master of Science degree in Personal Financial Planning and a Master of Business Administration degree from Texas Tech University. Laurie was honored with the Young Guns Alumni award by university’s department of personal financial planning. She holds the Certified Financial Planner (CFP) designation.
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