Before founding Strategic Wealth Advisors in December 1998, Laurie served as a Vice President and Senior Portfolio Manager at JPMorgan, specializing in investing for high net worth individuals, trusts and foundations. Prior to banking, Laurie was in public accounting where she provided tax, estate, and financial planning to high net worth individuals, corporate executives and wealthy families. Laurie graduated from the University of Arizona with a Bachelor of Science in Business Administration and Finance. She earned the Chartered Financial Analyst (CFA) designation and has completed various NASD licenses.