Meet the team
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Laurie Marshall
CFP®
Vice President, Wealth Advisor
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About Laurie
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 FINANCAIL 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.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Mount Holyoke College, B.A. in Mathematics
The Tuck School at Dartmouth, MBA in Finance
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Laurie lives in West Bloomfield, MI, with her husband. They have one daughter, who is currently living in Virginia.
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Laurie Marshall,CFP®
Vice President, Wealth Advisor
‘The Time Has Come’ for Interest Rate Cuts