With a passion for retirement, estate and elder planning, Laurie brings a unique professional edge to the table working with her southern client base. With over a decade of financial experience, Laurie studied at Concordia University in St. Paul, MN. Laurie holds her Certified Senior Advisor® ...more

With a passion for retirement, estate and elder planning, Laurie brings a unique professional edge to the table working with her southern client base. With over a decade of financial experience, Laurie studied at Concordia University in St. Paul, MN. Laurie holds her Certified Senior Advisor® designation as well as Series 7, Series 63, Series 65 and AIF® through LPL Financial, Florida 215 Life and Health insurance license and is licensed to practice in Florida and Minnesota. When not helping clients enjoy the benefits of masterful financial planning, Laurie and Ben enjoy fun in the sun and hosting friends and family.less