Always optimistic about the potential for financial success, Laurie approaches each client's portfolio with experience, empathy, and a keen understanding of how a well-structured wealth management strategy is fundamental not only to prosperity, but to confidence, as well.
Maybe you feel overwhelmed with the diversity of savings and investment opportunities available today. You know you should be doing something, but you are uncertain of where to start. First, Laurie will listen. She wants to hear about your current financial status, your goals and the challenges you face in pulling it all together. Her strength is working one-on-one, creating individualized financial strategies that align today's securities and insurance products for maximum potential.
Whether on the job or with her family and friends, Laurie is a "straight-shooter" who is committed to building relationships based on integrity and trust. Since 1987, scores of clients have benefited from this personalized, no-nonsense approach.
A graduate of Endicott College and Bryant University, Laurie has completed LUTC training courses and holds securities registrations Series 7, 66, and 63. Laurie also earned the AIF® designation, which is the mark of commitment to a standard of investment fiduciary excellence. The registered Broker/Dealer is Cetera Advisors LLC, Member FINRA, SIPC.