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Laurie Schoen

President, AIF
Series: 6,7, 63, 65
New York State Insurance License: Life, Accident & Health

 

 

Laurie is a graduate of SUNY at Geneseo with a major in Business Management and a minor in Finance.  She is one of the co-founders of Paradigm Consulting Inc., and in this role, she sets the vision of the company and implements the processes that are in place for both individual and corporate clientele. 

At the very beginning of her career, she immediately secured a job in finance working for a very successful boutique investment advisory firm that specialized in Taft-Hartley Defined Benefit Retirement Plans.  This is where the culture of Paradigm started, learning that the key to having a successful investment business is to have a well-defined client analysis, implement strategies around the needs of the client, and follow-up on a regular basis with an easy to understand communication process.  These are the basic principles that have cultivated the long lasting client relationships found at Paradigm Consulting.

Laurie was honored by Royal Alliance, her broker- dealer, at the Advisor Group’s 2016 ConnectED conference with a signature navy blue blazer from the Masters Club which personifies loyalty, dedication and perseverance.  She has been with Royal Alliance for 26 years.

In addition to her work life, she is a loving mother of two; Timothy and Lyndsay.  She enjoys many activities such as volunteering in her community, skiing, boating, golfing, reading, and traveling.

After 30 years in this business, she still loves going to work each day and always look forward to client interactions and the continuation of building a first-class team.

 

 

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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Investment advisory and insurance services offered through Paradigm Consulting, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc. Additional advisory services offered by Amy Mielnicki and Laurie Ann Schoen through Royal Alliance Associates, Inc.

Paradigm Consulting, Incorporated and Paradigm Benefits are separate entities.  Paradigm Benefits is not affiliated with Royal Alliance Associates, Inc.

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