With roots in Chicago and a heart in Naples, Laurie has called this vibrant Florida city home for more than 20 years. From helping to build a successful financial planning business to her leadership in local nonprofits, Laurie has always had a strong sense of service.
As Director of Fiduciary Associates and Senior Advocacy Group, Laurie provides a high level of care and compassion to all of our clients. Laurie serves as Personal Representative, Trustee, and Agent Under Durable Power of Attorney for our clients in need of fiduciary services. She provides clients with trust and estate accounting and administration services, personalized fiduciary services and comprehensive life care management.
But her commitment to the community goes even further. As the president of a charitable private foundation Laurie is a tireless advocate for the causes she holds dear. Laurie’s support has enabled organizations like NAMI Collier County, The Shelter for Abused Women and Children, St. Matthew’s House and the Harry Chapin Food Bank further their missions of making Collier County a better place to live. Of personal interest to Laurie is helping empower women who find themselves thrust into unfamiliar roles after the loss of a spouse. She also serves as a director for Senior Safety Matters, providing essential support to vulnerable older adults.