Financial Services Professional
More than fifteen years of experience as financial advisor with two different major banks provided grounding for the work Laurie does today as a financial advisor. "When I was working in the bank, I used to help out the financial advisors," adds Laurie. "After some time, the powers that be identified that I had talent and encouraged me to earn the licenses necessary to become a financial advisor."
"I take pride in the experience I gained in financial services in banking. It helped me appreciate the challenges clients face every day in making good choices," explains Laurie in describing her evolution. For Laurie, success in working with clients is all about service over self. "My clients know I am there and can and do call me anytime; their needs come first," said Laurie. "I believe it’s essential for financial advisors to build trust, particularly with older clients — a natural market for me." Going above and beyond can include meeting with clients in their homes — a particular advantage for senior citizens who may no longer drive.
Today, Laurie continues the work she began years ago and works well with clients from all walks of life, including seniors and families with special needs children. "I am very excited to be expanding my base to include working in the company’s Special Care program where we provide financial services to families facing the challenge of dealing with a child with special needs. Making sure people get the right advice is important—particularly in these challenging times where many clients are simply unclear as to what to do next."
Laurie describes with pride the satisfaction she experiences in working with many clients where a level of trust and confidence has been built. This applies as well to seniors, divorced women, widows and widowers. "Too often financial services is perceived as male dominated. I believe one of my strengths as a financial services professional is my ability to deliver a comfortable experience for clients and bring a female perspective. I understand well what it’s like being the sole breadwinner and a single parent."
Laurie’s ideal client is someone regardless of age who appreciates the value of relationships and professional services and solutions predicated on trust and commitment. "Respect and appreciation for the value of our work in helping develop financial solutions to life’s challenges is so important," adds Laurie.
Personal and Professional Affiliations
In her spare time, Laurie enjoys traveling, running, golf, water sports and spending time with family.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies