How Laurie Contributes
I enjoy taking the opportunity to help others in my profession. I have been honored to participate as a speaker at a variety of industry conferences:
- ConnectED: San Antonio, TX - Panelist, "Tax Management: Sophisticated Options to Customize Your Client Portfolios"
- ConnectED: San Antonio, TX - Panelist, The Power of Trust Services
- WealthManagement.com - Speaker on Income Distribution Planning
- Wealth Business Series: Minneapolis, MN - Panelist, Income Distribution Planning
- W Forum: Austin, TX - Speaker on Income Distribution Planning
- Advise 2020: Atlanta, GA - Panelist on Managed Money
- Ladenburg Institute of Women & Finance Symposium: Chicago, IL - Long Term Care Planning Panelist
I also serve as a mentor to other female advisors through My Mentor Connect, a mentorship program through Advisor Group.
As A Company
As a Company, our firm coordinates an annual supply drive with our clients to support local organizations. Organizations we choose to support for our supply drive are often called to our attention by our clients.
In 2022, we collected for Pathways 4 Youth for the Christmas season and a School Supply Drive for Big Brothers Big Sisters of Central Minnesota.
Over the last few years, we have enjoyed creating meal packs for Feed My Starving Children and we have supported financially through sponsorships the Retired and Senior Volunteer Program, the St. Cloud Chapter of the National Alliance on Mental Illness, and the Haitian Hustle.
Photo: Becker Backpack Buddies
As A Family
Beginning in 2017, our son has collected pop tabs for the Ronald McDonald House. To date, he has collected an estimated 70,000 tabs with the help of family, friends and clients. Our family sponsors four children through World Vision, Food for the Hungry and Compassion International. Each Christmas, we purchase gifts to help others through World Vision - chickens are a favorite in our family to gift!
My husband, Josh, and I have participated in mission trips and look forward to including our children on future trips. We believe it’s important to teach our kids these sorts of lessons in life – giving back to others is something that was instilled in us, and we want to instill that in our children as well.
In our community, Josh and I spend a lot of time and energy working with the Becker Blast Youth Softball Association. I have previously served as a Girl Scout troop leader and taught Girls Group, a church program focusing on girls in 4th and 5th grade. Helping to guide the next generation is something I feel strongly about giving my time to.