Before founding Strategic Wealth Advisors, Laurie served as a Vice President and Senior Portfolio Manager at JPMorgan, specializing in investing for high net worth individuals, trusts and foundations. Prior to banking, Laurie was in public accounting where she provided tax, estate, and financial planning to high net worth individuals, corporate executives and wealthy families.
Laurie graduated from the University of Arizona with a Bachelor of Science in Business Administration and Finance. She is a member of the Phoenix CFA Society, the CFA Institute and the Current Tax Discussion Group and has earned the Chartered Financial Analyst (CFA) designation.
Laurie is passionate about financial literacy and prides herself in taking a unique educational approach with clients and prospects. She particularly enjoys guiding and educating youth and young adults and previously ran a financial education company that provided after-school workshops for Girl Scout troops and local schools.
Beyond her professional achievements, Laurie is deeply committed to giving back to her community and volunteers with her church, her daughter’s high school cheer team and Mother’s Grace, a local organization providing essential support to families facing acute life challenges. Surrounded by sports lovers at work and at home, she has embraced college football and especially enjoys cheering on the Fighting Irish. She is happiest when her three teen/young adult children are all in one place and thrives on spending time with family, traveling, exercising and bible study.