Laurie is an important member of our operations team. She manages technology projects through all phases, from obtaining project approval through final implementation. She is focused on improving efficiency within the company through review and refinement of internal processes, including research and implementation of technology solutions. She also produces client investment reporting, billing, and annual client account reviews, and works with team members on compliance and other regulatory tasks. Prior to joining Stoker Ostler, Laurie was a commercial insurance agent and business owner who served high net worth families and businesses. She joined the firm in November 2011.
Laurie has graduated Cum Laude from BYU-Idaho with a Bachelor’s degree in University Studies with minor in English. She is an avid reader and loves history, learning new things, and spending time with family.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.