Laurie combines 10+ years specializing in the retirement plan industry with an extensive background in client relations in her role as Client Account Manager. Laurie is instrumental in creating client deliverables including fiduciary investment and plan review reports. In addition, she is highly proactive in managing client inquiries and troubleshooting administrative issues that arise.
Prior to joining Burnham Gibson, Laurie was the Senior Account Manager in the Retirement Services department where she was responsible for compliance oversight of branch operations, presenting employee education seminars, and building strong client relationships while delivering investment and plan design reviews. Prior to that, she was a Senior Sales Analyst where she specialized in Advisor RFP’s and enhancing advisor sales tools.
Laurie grew up in Orange County and is an original resident of Portola Hills. When not spending time with family, she enjoys the beach, scuba diving, reading, almost any museum and traveling - whether down the road or across the globe.
CA Insurance Lic. # 0M83456