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 experience. 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 over 25 years of experience in the investment and financial planning industry, and was named Bank Investment Consultant’s Top 50 Program Managers1 in 2015. She has served on two executive councils for one of the largest independent broker/dealers in the country. More recently, Laurie was a key leader and project manager in mergers and acquisitions. She is currently a member of the Financial Planning Association.
Laurie enjoys international and domestic travel, genealogy, history, exercise, music, cooking, volunteering and spending time with her family and friends.
1Bank Investment Consultant: Top 50 Program Managers 2015
The winners were ranked on several criteria, including the number of advisers they oversee, team assets under management, percentage growth in team production, and production per adviser. Variables that account for size, as well as metrics that capture growth and efficiency, were used. That way, well-rounded professionals, as opposed to those who excel in one area but fall short in others, were recognized.