Laurie is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors. Based in Pennsylvania’s Lehigh Valley, Laurie provides tailored, personal financial and tax planning services to individuals and families locally and throughout the United States. Clients and other professionals’ benefit from her strong estate planning background, including estate tax, gift tax, PA Inheritance tax, and fiduciary income tax preparation and planning. Laurie’s experience allows her to see missed tax planning opportunities in fiduciary work that others with less familiarity may miss.

At Valley National Financial Advisors, Laurie collaborates with a dedicated investment advisor to offer comprehensive wealth management services, integrating tax, financial, and investment planning. With her genuine care for clients, Laurie listens attentively to their concerns and tirelessly works to solve their problems, particularly during sensitive life events. After 30 years of experience in accounting and finance, Laurie finds joy in connecting with people, making investments in their lives, and building lasting relationships across multiple generations.

Laurie hosts ‘Your Financial Choices’ every Wednesday at 6 PM on WDIY 88.1 FM (a local NPR member station) to educate listeners in improving their financial skills and making informed decisions. Additionally, she contributes articles to news publications, serves as a media resource, and formerly served on the editorial board for the PICPA’s CPA Journal as Personal Financial Planning Column coordinator. Committed to her fiduciary responsibility, Laurie stays updated on ever-changing laws and regulations through ongoing education.

Laurie previously served as President of Women United, an affiliate of the United Way of the Greater Lehigh Valley. She spent several years on the board of the Estate Planning Council of the Greater Lehigh Valley, including as Past President. Laurie resides in Orefield with her husband, loves spending time with her son and two daughters, and enjoys vacationing with her family at Lake Michigan.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.