Financial Planning Coordinator

Laurel brings over two decades of experience to the table in servicing the sophisticated needs of Integrated Wealth Management clients.  She attended the College for Financial Planning and received her Paraplanner Certification in 2000.  Laurel also holds Life and Health licenses and is the manager of our insurance division. 

In her spare time Laurel is involved with the New Market Volunteer Fire Company in Piscataway, NJ and enjoys fighting for a variety of charitable causes including animal safety, protection for the elderly and reducing taxes.

She enjoys spending quality time with friends and family.  Laurel lives in New Jersey with her husband Wayne of 20 years, doggie & cats.