Laurie brings some 20 years of experience in wealth management and financial services to her role as Relationship Manager.
Currently, Laurie is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. Laurie provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Prior to joining First American Trust in 1995, Laurie worked at IBJ Schroder in New York City and gained five years of experience in Trust Operations while at Santa Barbara Bank and Trust.
An Honors Graduate of Cannon Financial Institute, Laurie earned a Bachelor's degree in Economics and German from Rutgers. She holds the Certified IRA Services Professional (CISP) and Certified Trust and Financial Advisor (CTFA) designations. Laurie works with foster families and the homeless on a continuing basis through her church.