Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Principal
Louisville
Client Advisory
Laurie Beth is a Principal in the Louisville office. She is privileged to work with individuals, families, and business owners addressing complex estate, tax, and wealth planning matters. Laurie’s legal background and professional experience make her uniquely suited to provide wealth advisory services, helping clients reach personal and financial goals and building their own legacy.
Prior to joining Cerity Partners, Laurie Beth served as Director of Estate, Gift, and Fiduciary Taxation Solutions at ARGI Financial Group. Before ARGI, she spent time in public accounting and in wealth management. In her role as Partner at a public accounting firm, she managed estate, gift, and fiduciary tax compliance services. In her wealth management role, she served as a Wealth Strategist for high-net-worth and ultra-high-net-worth clients. In both positions, she was at heart a trusted advisor, consulting with clients on complex estate, tax, and financial planning matters, applying technical knowledge to assist with the development and ongoing monitoring of their estate, tax, and financial plans, and creating financial peace of mind.
In her free time, Laurie Beth enjoys running, reading, and spending time outdoors with family.
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