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Laurie Schaeffer

Laurie Schaeffer

Wealth Advisor

 Address: 6890 Peachtree Dunwoody Road #404 Sandy Springs, GA 30328

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“I believe that goals are individual and financial advice should be, too. I always strive to leave my clients better off and more financially empowered than before I met them." - Laurie Schaeffer

Laurie takes a comprehensive approach to financial planning with both pre- and post-retirement clients. She draws from an accounting degree and 20+ years of experience to develop strategies to invest, manage, and transfer wealth. Laurie’s dedication to building meaningful relationships with her clients provides them with the confidence that she takes a holistic approach to financial planning and that she is a committed part of the team working to make her clients’ desired financial futures a reality. It is her great joy to impact her clients’ lives so deeply.

Laurie and her husband Seth recently relocated to the Atlanta, Georgia area to be closer to family. They love to travel and attend the theatre. Outside of the office, Laurie enjoys baking and loves to exercise and read. She volunteers at the YWCA of Greenwich offering victims of domestic violence pro bono financial guidance.

Niche: Individuals and Retirees

Volunteer/Charity Work: YWCA

Education:  Hofstra University

Hidden Talent: Owns 50 plants

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 65Uniform Investment AdvisorHeld with Independent Advisor Alliance
Series 66Uniform Securities State Agent Held with Independent Advisor Alliance and LPL Financial
CRPC®Chartered Retirement Planning Counselor CRPC conferred by the College for Financial Planning
Securities Registration StatesCA, FL, GA, NC, NJ, NY 
Insurance Registration StatesFL, GA, NC, NY