Laurie E.B. Page, CSA^®, AIF^®

A very wise man once said, “if you do good in the world, and do right by your clients, good will come back to you.”  This is the basis for Laurie’s career in the financial services industry and her work with her clients every day.  Having earned her Certified Senior Advisor (CSA)® designation, Laurie places highest emphasis on the five Code elements of Competence, Honesty, Trustworthiness, Fairness and Professionalism. With a passion for retirement, estate and elder planning, Laurie brings a distinct professional edge to the table when working with her clients.

Bringing with her over two decades of financial experience including mortgage banking, client service and financial planning, Laurie holds her FINRA Series 7, Series 63 and Series 65 through LPL Financial, AIF® designation, Florida 215 Life and Health Insurance license and is licensed to practice in many states across the country.  A lifelong student of the arts, Laurie studied at Concordia University in St. Paul, MN with a focus in music and broadcast journalism.

Raised in the Midwest with small town values, Laurie and her husband, Ben, are privileged to call Florida’s picturesque Gulf Coast home.  When not helping her clients to enjoy the benefits that come with masterful financial planning, Laurie enjoys spending quality time with friends and family, fun in the sun, regaling the neighborhood with her evening piano “concerts” and singing the national anthem for the Pittsburgh Pirates and Bradenton Marauders baseball teams.

Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. It is recommended that you verify the validity of any professional’s credentials in which you conduct business and be sure you completely understand what those licenses, credentials and education signify. The CSA certification alone does not imply expertise in financial, health or social matters. For more details visit: www.csa.us.