Laurie joined Summit in 2016 and is Advisory Practice Assistant to Nathan Bennett and Cody Smith. With more than 20 years of financial services industry experience, Laurie has worn many hats including Client Services, New Business, Compliance and Marketing. In addition, she is a Notary Public.
Laurie is originally from Massachusetts, but fell in love with San Francisco while on vacation years ago. She relocated to San Francisco in 1987 where she later earned her Bachelor of Arts in Human Relations from Golden Gate University.
She currently lives in Danville with her husband, Ajay, their two sons, Rohan and Sachin and their dog, Winston. She enjoys spending time with her family, cooking and travelling.
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