Laurie brings a unique perspective drawn from many years in the financial services, investment banking, and real estate industries to Lumina.  She is a Principal of New Leaf Financial Advisory,  a successful financial planning practice which specializes in helping individuals and families prepare financially for divorce.

Professional Background

  • NEW LEAF FINANCIAL ADVISORY: Divorce Financial Planning and Analysis
  • MORGAN STANLEY SMITH BARNEY: Wealth Management
  • REDWOOD TRUST: Commercial Real Estate Structured Finance
  • BARCLAYS CAPITAL: Fixed Income, Telecommunications, and Media Finance
  • BANKERS TRUST: Real Estate Capital Markets and Loan Syndications
  • J.P. MORGAN: Real Estate Capital Markets

Academic and Professional Certifications

  • MBA Finance: NYU Stern School of Business
  • BA Economics:  Fordham University
  • Master Analyst in Financial Forensics: National Association of Certified Valuators & Analysts
  • Certified Divorce Financial Analyst: Institute for Divorce Financial Analysts
  • Member of The Institute for Divorce Financial Analysts
  • Member of The California BAR Association, Family Law Section
  • Comprehensive Mediation Training