Laurie L. Clark, CFP^®

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.

Licenses held:

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