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Our Qualifications

While there are many good financial advisory firms and planners to choose from, at AERIE Preferred Financial Group, we bring a unique set of qualifications that you will quickly appreciate as an individual client or small to medium-sized business owner. AERIE's TOTAL CARE PROCESS connects you with our service, and the expertise and experience of our independent fiduciary advisor, Dr. Laurie Ellis-McLeod, who specializes in working with executives, business owners, women, and seniors, to educate and empower. We are able to offer an impressive variety of options without the burden of satisfying a particular company's interests. Locally owned and with access to a wide range of financial products 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, 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 advocacy work and prior research and teaching about family relationships and what makes them successful.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. 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.

AERIE Preferred Financial Group BBB Business Review