Laurie joined Crestwood in 2019 and serves as a Wealth Manager and Partner. Prior to joining Crestwood, Laurie was Senior Vice President and Managing Partner at Catamount Wealth Management.
Laurie provides comprehensive planning and investment advice to clients. Laurie works with clients to simplify financial decisions around planning for the future, divorce, loss of a spouse and retirement. She created “Conversations with Women,” an educational program that encouraged and empowered women to take control of their finances. Laurie is honored to be recognized as a 2019 Investment News 40 under 40 Advisors*.
Laurie has a BS degree from Vanderbilt University. After college, she played professional soccer for the inaugural season of the Women’s United Soccer Association. Laurie currently serves as Vice-Chair of St. Thomas Aquinas School Board, is involved in local youth soccer organizations and volunteers with many other local non-profits.
When not at Crestwood, Laurie spends time with her husband and two daughters running from one activity to another.
*See important disclosures regarding awards granted to Crestwood Professionals