Address: 6890 Peachtree Dunwoody Road #404 Sandy Springs, GA 30328
“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
|Series 7||General Securities Registered Representative||Held with LPL Financial|
|Series 65||Uniform Investment Advisor||Held with Independent Advisor Alliance|
|Series 66||Uniform 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 States||CA, FL, GA, NC, NJ, NY|
|Insurance Registration States||FL, GA, NC, NY|