With deep Seattle roots, Laurie now guides women along the West Coast and across the US as a virtual financial advisor. From a career in international business including art, fashion, and venture capital, she applies insights and experience gained in the corporate planning arena to each individual and family she works with.

As a holistic advisor with over 15 years experience, Laurie brings clients peace of mind as she shares her gift for transforming complex financial issues into understandable plans. She provides financial planning and investment management, including retirement, intergenerational, and philanthropic planning.

Laurie’s ‘client first’ orientation as a fiduciary planner prepares her to support your unique
needs.

Acheivements

• BA, University of Washington, Jackson School of International Studies
• American College, ongoing coursework for Certified Financial Planner® designation
• Legacy Council, Seattle Children’s Hospital
• “Forbes Best-in-Class Financial Security Professionals” 2022
• “Five-Star Wealth Managers in Seattle” 2022A