As Managing Director and Wealth Manager, Laurie works with successful individuals and families, providing goals-based comprehensive wealth advisory and financial planning services. Laurie has a passion for assisting clients who aim to achieve their wealth building, asset protection and estate planning goals. She has been able to leverage her experience for our clients, as they seek to partner with someone who understands their unique family dynamics and evolving financial needs. Laurie believes the most effective approach to serving clients is through a thoughtful, collaborative process and a prudent, long-term plan of action that can transcend many generations.

Laurie’s experience includes Senior Financial Advisor with Congress Wealth Management, LLC. She began her career in Wealth Management in 2008 at Shepherd Kaplan LLC, where she held a variety of roles including Operations, Client Service and Director of New Client Integration.

Laurie graduated magna cum laude from Southern New Hampshire University with a Bachelor of Science degree in Business Administration and a Master’s degree in Business Administration with a concentration in Marketing.

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Certified Divorce Financial Analyst® (CDFA®)

Certified Financial Planner Board of Standards, Inc.

Charitable & Community Involvement

Notre Dame Cristo Rey High School – Supporter

The Commonwealth Institute – Member 

Personal Interests

Laurie is happily married to her husband Michael and has three young children and a golden retriever. Outside of the office, Laurie enjoys keeping active and being outside, whether it be the beach or in the White Mountains (NH) where she grew up.

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