Laurie Tippets

Laurie spent 8 years as a carrier manager with an insurance auditing firm followed by 5 years working at a dental practice as their financial and insurance coordinator. In her spare time she enjoys spending time with her husband, 5 children and 11 grandchildren. She also loves flower gardening, music, sporting events and being out in nature.

Here’s How We Work Together

Schedule a Call

We’ll talk through your goals and financial pain points

Build a Custom Plan

We assess risk, tax strategy, and your business structure

Get Ongoing Support

We stay in touch year-round to keep everything on track