Laurie is West Financial Services’ managing director, overseeing the firm’s relationship management, business development, marketing, finance, and office management departments.
Laurie’s focus is to manage the support and resources necessary for implementation of the firm’s strategic initiatives and delivery of a comprehensive suite of financial services through consistent and personalized service. Her ultimate goal is fostering an environment where both employees and clients reach their goals and are poised for success.
Laurie is a Certified Financial PlannerTM professional and earned her BS from University of Maryland. Laurie has built her career in the investment and financial planning industry since 1994, serving in a variety of compliance, advisor, and management roles. She has served on two executive councils for one of the largest independent broker/dealers in the country, and numerous councils and committees for WFS’ parent company. Laurie has also served as a key leader and project manager in bank and RIA mergers and acquisitions. She is currently a member of the Financial Planning Association.
Laurie enjoys international and domestic travel, genealogy, history, exercise, music, cooking, and spending time with her family and friends.
