Laurie A. Belew, MBA, MS, CFP® joined Fox, Joss, & Yankee in August 2006. As a Certified Financial PlannerTM professional, she is responsible for providing integrated financial planning and wealth management advice to clients. Laurie manages existing client relationships and coordinates with outside professionals to develop and implement recommendations for clients. She is also chair of the firm’s investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations.
Prior to joining FJY, Laurie worked for Amicus Financial Advisors, LLP and Pennington, Bass & Associates in Lubbock, Texas. She is a member of the Financial Planning Association, where she is active in the NexGen community of interest. She served on the task force for the 2007 and 2009 NexGen conferences, and has been played an important role in the development of a local NexGen chapter in the DC Metro area.
She is also a member of the National Association of Personal Financial Advisors.
Laurie has spoken at a number of industry events, including Schwab IMPACT in 2009 and 2010 and an IN Adviser Solutions workshop in 2011. She co-authored the whitepaper, Implementing Internships, with Jon Yankee and Lisa Crafford. The three also published the article “Big Help, Small Cost” in Financial Planning Magazine. Laurie has been quoted by eFinancialcareers.com and Reuters.
Laurie earned her Master of Science degree in Personal Financial Planning, as well as a Master of Business Administration degree fromTexasTechUniversityin May 2006. While in school, she was an officer of the Texas Tech Personal Financial Planning Association and a graduate assistant, specializing in retirement planning and estate planning. In 2001, Laurie graduated summa cum laude with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy from Southern Methodist University inDallas,Texas.
Before entering the financial planning profession, Laurie worked as a management consultant. She began her career in Dallas, Texas with Arthur Andersen and later joined Lucidity Consulting Group in Plano, Texas.
Laurie A. Belew, MBA, MS, CFP®
Senior Financial Advisor
Laurie A. Belew, MBA, MS, CFP® joined Fox, Joss, & Yankee in August 2006. As a Certified Financial PlannerTM professional, she is responsible for providing integrated financial planning and wealth management advice to clients. Laurie manages existing client relationships and coordinates with outside professionals to develop and implement recommendations for clients. She is also chair of the firm’s investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations.
Prior to joining FJY, Laurie worked for Amicus Financial Advisors, LLP and Pennington, Bass & Associates in Lubbock, Texas. She is a member of the Financial Planning Association, where she is active in the NexGen community of interest. She served on the task force for the 2007 and 2009 NexGen conferences, and has been played an important role in the development of a local NexGen chapter in the DC Metro area.
She is also a member of the National Association of Personal Financial Advisors.
Laurie has spoken at a number of industry events, including Schwab IMPACT in 2009 and 2010 and an IN Adviser Solutions workshop in 2011. She co-authored the whitepaper, Implementing Internships, with Jon Yankee and Lisa Crafford. The three also published the article “Big Help, Small Cost” in Financial Planning Magazine. Laurie has been quoted by eFinancialcareers.com and Reuters.
Laurie earned her Master of Science degree in Personal Financial Planning, as well as a Master of Business Administration degree fromTexasTechUniversityin May 2006. While in school, she was an officer of the Texas Tech Personal Financial Planning Association and a graduate assistant, specializing in retirement planning and estate planning. In 2001, Laurie graduated summa cum laude with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy from Southern Methodist University inDallas,Texas.
Before entering the financial planning profession, Laurie worked as a management consultant. She began her career in Dallas, Texas with Arthur Andersen and later joined Lucidity Consulting Group in Plano, Texas.