A self-starter who takes pride in her work, Laurie strives to provide clients with top-notch service and open communication. Using her decades of experience in administration, she keeps the office running seamlessly, coordinating all logistics for client events, review meetings and general requests. She provides vital support to the advisors and clients in the practice.
Before joining Capital Wealth Alliance, LLC in 2019, she spent more than 20 years as director of administration at a large Scottsdale, Arizona, financial firm, running day-to-day agency operations, providing executive support, processing new business and being the first contact for clients and advisors.
Laurie has Series 6 and 63 securities licenses, as well as life, health and variable annuity insurance licenses. She also holds three Life Office Management Association designations: FLMI, Fellow Life Management Institute; AIAA, Associate, Insurance Agency Administration; and ACS, Associate, Customer Service.
Originally from Pennsylvania, she has lived in Phoenix since 1979. Her family includes her husband, Gilbert, and two sons, Jamie and Justin. Her hobbies include walking, reading and putting together jigsaw puzzles. In her free time, she volunteers alongside her family at a local food bank.