My passion for financial planning all began at a large regional bank in my hometown. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to leave the banking world and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own firm. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages.
Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Palisade Advisors will continue to grow and make a real difference in our communities. Outside of work, my wife, Cindy, and I enjoy volunteering our time at several local organizations. When we’re not doing that, we enjoy going to art museums and attending cooking classes.
If you had a million dollars to spend, what would be the first three things you would buy?
I would buy a vacation house and embark on a year-long tour of Europe and Asia.
What’s the most likely place people could find you on a Saturday night?At my sister and brother-in-law’s place with my wife, playing scrabble and enjoying a cold beer.
Which would you pick: Living on the beach or living near the mountains?
Live on the beach in the summer and near the mountains in the winter.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?Slow down — the faster you go, the more you miss out on.
Laurie focuses on wealth planning & investment strategy. Prior to joining, she was the head wealth planner at Fidelity. Laurie has represented and advised various fortune 500 business accounts for the past 20 years.
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