Laurie Bodisch, Personal Investment Strategist, is a Certified Trust and Financial Advisor™ (CTFA™) and Certified Fiduciary and Investment Risk Specialist® (CFIRS®).
Ms. Bodisch will support the firm in the development and maintaining of all aspects of client relationships. Her experience and knowledge of goals-based planning and asset allocation will enable her to add value to the firm’s institutional, individual and sub-advisory relationships.
Over her three decades of experience in various capacities throughout the financial services industry she earned the Series 7, 9, 10, 24, 63 and 65 licenses. She also holds certification through The National Social Security Association to provide thoughtful and customized advice regarding maximization of Social Security filings.
Prior to launching her educational empowerment company Her Wealth Coach™, Laurie managed hundreds of millions of dollars of investment assets in client portfolios as well as the compliance functions at various bank, brokerage and wealth management firms in Central PA. She is a member of the PA Bankers Association Tax, Trust and Estate Committee. She proudly serves as the President of the Board of Directors at The Gatehouse in Lancaster, PA which provides behavioral health services that assist chemically addicted people establish productive lives in recovery.
Laurie has always been an advocate for the personal and professional advancement of women. In her previous role as a corporate Vice President, she promoted financial literacy and led an initiative dedicated to educating and empowering women about money and wealth. She also served as a corporate culture ambassador dedicated to recognizing the outstanding commitments made by her peers to their clients and the community.