A fourth-generation Seattleite, Laurie received her BA from the University of Washington, Henry M. Jackson School of International Studies. She is a Legacy Council member of Seattle Children’s Hospital, regularly participates in other volunteer work in her community and has worked in the public, private, and non-profit sectors both nationally and internationally.
Laurie built a successful career with multinational companies in fashion, art, and venture capital while living all over the world. Her extraordinary life was interrupted when her father suffered a traumatic brain injury. She left her life and home in Tokyo returning to Seattle to support her family.
Reestablishing her Seattle roots after 20 years away, Laurie entered a career in financial planning that utilizes the abilities she developed in the corporate arena.
Today, after 15 years as a financial planner, Laurie brings clients peace of mind as she shares her gift for transforming complex financial issues into understandable plans.
Laurie serves select clients across the US offering financial planning, investment management, including retirement planning, estate planning, and philanthropic planning. Her detailed and compassionate “client-first” approach helps her clients to envision and achieve their financial plans in a comfortable learning environment.
Achievements
- American College, ongoing coursework for Certified Financial Planner® designation
- Legacy Council, Seattle Children’s Hospital
- “Forbes Best-in-Class Financial Security Professionals” 2022
- “Five-Star Wealth Managers in Seattle” 2022
Please visit my personal website, Meaningful Wealth, for more information on financial planning for women