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Intern Reflections

"Interning at AERIE Preferred Financial Group was a valuable and rewarding experience. My internship has given me the opportunity to see so much more about the Wealth Management and Financial Planning field than what I am able to learn in the classroom and gain hands-on experience in maintaining a financial statement for both budgeting and tax purpose. The supportive environment Laurie created within the organization helped me grow both personally and professionally." - Yudan Ding, former intern at AERIE.

"I would like to say thank you so much for everything you have done to teach me about your career and the financial planning industry overall. This was the perfect first step of my career and I couldn’t thank you enough for that…. you did an amazing job of answering any questions I had and going deep into explanation with your answers so I learned more than I was expecting. You also gave me exposure to all the different aspects of the career (accounting, marketing, account paperwork, online software, etc.) which was great experience that I am sure to use in my career." - Emily Samuels, former intern at AERIE.

"Establishing trust and confidence is imperative in this industry and are the values sought-out most by the best financial institutions. Laurie embodies these qualities and learning these skills at AERIE Preferred is what subsequently landed me my position in investment banking" - Andrew Hipke, former intern at AERIE.

"What struck me most about my experiences at AERIE was the hours in relationship development with other professionals and clients. Anyone I spoke to had high regards for Laurie and knew she cared about them and their overall well-being" - Matthew Petrosky, former intern at AERIE.

"My internship experience at AERIE Preferred Financial Group was an excellent opportunity to learn and grow professionally. Laurie provided me with a tailored approach to learning about the industry, her business practices, and allowing my experience to match my interests within the financial planning industry. She is extremely knowledgeable and takes the time to share her insights about this line of work. I am beyond grateful for this experience and would recommend Laurie to any student seeking an internship experience with an advisor with integrity, values, and trust." - Bennett DeBouche, former intern at AERIE.

"I was able to land a position with a lending company as a credit analyst! I also passed two sections of the CPA exam in the past half year, and I'm looking to pass the next two by October! After that, I am looking to take the CFA! I see many great opportunities ahead of me, and it all happened because of my internship with AERIE which gave me a lot to talk about during interviews!  Thank you so much for helping!  I look forward to catching up more often!" - Shuhan, former intern at AERIE

"Overall, I had an amazing experience being an intern at AERIE PFG. This internship was an extremely beneficial and helpful experience that showed me the various aspects of financial planning. Laurie is extremely knowledgeable and helpful when providing insights on financial planning & business, as a whole. I am extremely grateful for all of Laurie's help and knowledge she gave me, especially helping me to grow as a person and sidcover my passions." - Hunter Beaudry, former intern at AERIE

AERIE Preferred Financial Group BBB Business Review