Prior to starting her career in financial planning in 1997, Laurie was a Benefits Consultant for an independent insurance agency and a National Account Manager for a global communications firm.
Laurie’s education includes a BBA in Accounting and an MBA with General Business emphasis from University of Houston.
As a Certified Financial Planner professional, Laurie specializes in developing financial plans for her clients, researching investment opportunities and managing client portfolios.
As a native Houstonian, Laurie has lived in The Woodlands since 1981 and is active in a number of community organizations, including The Woodlands United Methodist Church.
In addition, Laurie serves as President of the Wyngate Townhomes at East Shore Owners Association and is a member of the Financial Planning Association of Houston.
Series 6 Investment Company/Variable Contracts Products
Series 7 General Securities Registered Representative
Series 63 Uniform Securities Agent
Grandfathered for the Series 65, Uniform Investment Advisor Law