As a Managing Partner and Senior Wealth Management Advisor at The Harvest Group, Laurie helps clients work toward a worry-free financial future. Using her firm’s unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning. Laurie is also a Cash Balance Consultant (CBC), and can advise clients in this fastest-growing segment of the retirement industry.
Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CDFA™), she forecasts the long-term financial effects of the divorce settlement. Laurie works with clients individually or as couples, helping them to come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.
- Certified Financial Planner™ practitioner, CFP®
- Chartered Retirement Planning Counselor, CRPC®
- Certified Divorce Financial Analyst, CDFA™
- Cash Balance Consultant, CBC
- Mentor, CERTIFIED FINANCIAL PLANNER (CFP®) Board’s WIN-TO-WIN mentoring program
- Boston Chapter Head, The W Source™
Recognized as a 2018 Outstanding Woman of Family Business by the Family Business Association
Laurie is a Trustee of the Backpacks for Kids Foundation, a local nonprofit that donates backpacks and school supplies for underprivileged children in the Greater Boston area.