About Laurie

Laurie joined our team in 2019. As Compliance Officer, she works closely with our CCO to manage our compliance program, including creation of policies and procedures, ongoing monitoring and testing, as well as training and education for employees.

Laurie has a Bachelor’s degree in Mathematics from the University of Washington. Laurie loves traveling, camping and hiking with her husband in national parks, and reading and hanging out with her family. She also enjoys painting and sketching, and all manners of creative endeavors.

Credentials

• Accredited Investment Fiduciary®

• Certified Employee Benefit Specialist (CEBS)

• Series 65 Securities License