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Our Qualifications

While there are many good financial advisors and planners to choose from, Laurie Ellis- McLeod has a unique set of qualifications that you will quickly appreciate as an individual client or small to medium sized business owner. As an independent advisor, Laurie specializes in working with executives, business owners, women, and seniors, to educate and empower~ She's 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.

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 University of DE. Today her passion for advising grows out of advocacy work and prior research and teaching about family relationships and what makes them successful.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

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 financial future.

We’re looking forward to using our experience to help you pursue your financial goals.

AERIE Preferred Financial Group BBB Business Review