Laurie is a Senior Client Service Associate supporting Frank Legan, Dayna Smith, and Mike DeJohn. In this role, Laurie is responsible for the operations of the team. She assists the advisors with new accounts, money movement, review preparation and ensuring all clients receive excellent service.
Laurie graduated from Bowling Green State University with a Bachelor’s Degree in Early Childhood Education. Prior to joining, she was a paraprofessional in the Mayfield City Schools for 6 years.
Laurie lives in Highland Heights, with her dog Buddy. Laurie has two grown children. She loves true crime dramas, watching Lifetime movies, reading and spending time with her family.