Laurie serves as a Client Services Administrator, where she handles a variety of tasks, from processing account transactions to setting up new accounts.
Laurie works remotely from Kansas City, Kansas, with her husband, son, and dog. She enjoys being with her family and anything outdoors. They are a big water family so when she is not working, you can find her at the lake or the pool!
Prior to coming to TriCord Advisors, Laurie worked at a financial advising firm out of Denver, Colorado. There she gained the knowledge and experience she brings to our team. She earned her bachelor’s degree in the KC area and has worked in finance for 4 years.