Laurie has been a Certified Financial Planner® serving Los Angeles since 2008. Out of a desire to serve her clients better. Laurie has cultivated in-depth knowledge across multiple areas of financial planning. Her warm and caring approach leads to lasting relationships with her diverse client base.  As a mother of two, she has a desire to support other professional women and their families, guiding them to take action.  Laurie is experienced in advanced wealth management strategies and is best suited to work with clients with $500K+ of investable assets. Our team approach creates an opportunity for every client to be served by an advisor who truly cares about their journey and can see them through to retirement.

Laurie lives locally in the Los Angeles South Bay with her husband, Mike and children, Lily and Teddy. When she isn't spending time with her family, Laurie enjoys playing golf poorly and getting involved in her community. LA Wealth Management is proud to be a corporate sponsor of Together We Rise, a nonprofit dedicated to improving the lives of foster children in America

Education

UNLV LEE BUSINESS SCHOOL
BS, Business Administration and Finance

Activities & Affiliations

•Corporate Sponsor of Together We Rise
•Volunteer with FPA Probono Financial planning

Licenses

•Certified Financial Planner™
•CA Insurance License Lic. # 0G85524

Erica is passionate about building client-advisor relationships rooted in trust and collaboration. She brings rich professional experiences from the fields of Finance and Education. Her unique approach starts with simplifying personal finance to make sound decisions. Wherever you are in your journey, she offers a thoughtful approach to planning and wealth management. Erica currently serves clients with a minimum of $250,000 or more of investable assets.

Erica enjoys meeting clients with similar progressive values. She enjoys partnering with families, entrepreneurs, professional women and those that love the great outdoors. She also specializes in helping those who have experienced the loss of a loved one, having lost her spouse many years ago. Clients choose Erica as their trusted partner when they gravitate towards an advisor that enjoys the technical analysis in Finance but can also lead with kindness and compassion.

Beyond helping her clients achieve their goals, she enjoys spending time with family, friends and her spirited daughter Olivia. There is also much reading, food, museums, hiking in beautiful Southern California and traveling the world!

Shelby comes to us from a background in M&A work and has years of experience managing teams and implementing operational initiatives. Shelby is taking charge of our technology stack. She makes sure that our client’s onboarding process is smooth and worry-free and that our clients are well taken care of on an ongoing basis.

As a west-side native, when not at work, Shelby can be found hiking in the Malibu canyons with her three children and husband or learning to surf!