CFP®, Director of Financial Planning
Laurie is the Director of Financial Planning at Apexium Financial. She helps clients in all disciplines of personal financial planning, including cash flow planning, retirement income planning, estate planning, family planning, insurance and asset protection.
Prior to joining the team in 2017, Laurie was a client service manager and portfolio manager at Palisades Hudson Financial Group LLC.
Laurie graduated summa cum laude from the Olin Business School at Washington University in St. Louis, where she earned her B.S. in Business Administration with majors in finance and French. She holds the CERTIFIED FINANCIAL PLANNER™ certification.
Laurie resides in New York, NY and enjoys reading, traveling and Pilates.