Laurie Swan

Laurie joined the firm in 2019 and provides support to Justin and his clients as a Client Relations Manager.  She has over 15 years of client support experience and is responsible for new client onboarding, ongoing scheduling and other administrative responsibilities.

Laurie loves spending time with her husband and two kids. In the warmer months you will find her lounging poolside with friends and family and in the cooler months baking in the kitchen.

Laurie provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.