Laurie Marshall focuses on making life transitions easier for her clients. She treats her clients like family, with a knowledgeable, but relaxed attitude and a sense of humor. She believes wealth planning is the cornerstone of the overall relationship that requires careful preparation and organization.

Laurie builds trust, communication, and active coordination with her clients’ tax and estate planning professionals to determine optimal outcomes. She helps clients visualize their financial future.  She also believes in educating women, to build confidence in making financial decisions.

Laurie is a CERTIFIED FINANCIAL PLANNER™ (CFP®). She holds her M.B.A. in Finance from The Tuck School of Business at Dartmouth and her B.S. in Mathematics from Mount Holyoke College.

Laurie lives in West Bloomfield, MI, with her husband. They have one daughter, who is currently living in Virginia.