At AERIE Preferred Financial Group, we've been stewarding our clients' wealth well beyond a decade and bring nearly three decades of experience studying and working with families like yours! Our clients appreciate our unique set of qualifications for their families, or small to medium-sized businesses.
AERIE's TOTAL CARE PROCESS connects you with our service team, and the expertise and experience of our independent fiduciary advisor, Dr. Laurie Ellis-McLeod. Laurie specializes in working with executives, business owners, women, and seniors, to educate and empower. Our process starts and ends with YOU. We offer a customized approach to develop your strategies, without a focus on financial products, or the burden of satisfying a particular company's interests. Locally owned and committed to unique and individual strategies, we offer access to a wide range of financial solutions and services. AERIE brings together the best of both worlds to our clients from coast to coast, across the U.S.
Our wealth advisor, Laurie, is passionate everyday, in her work on behalf of her clients, who are family, and treated that way in every interaction with AERIE and the team. She was born in Madison and raised in Minneapolis where she received her B.S. at the University of Minnesota. Her studies then took her to the East Coast for ten years. In 1994, she completed her M.A. in Urban Affairs and received her Ph.D. in Human Development & Family Studies from the University of Delaware. Today her passion for advising grows out of nearly 3 decades working with families in a variety of capacities. She loves her advocacy work and draws on prior research and teaching about family relationships and what makes them successful, in life, their financial world, and beyond.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial strategy. We specialize in long term care health strategy for your peace of mind. The personalized program that we can provide is a roadmap to working toward your successful financial future.
We are looking forward to partnering with you and using our experience to help you pursue your financial goals.
