Laurie Schoen

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

Laurie 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 investment clients as well as company retirement plans.

At the very beginning of her career, she immediately secured a job in finance, her area of study in college, 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/company analysis, implement comprehensive strategies around the needs of the client/company, and following-up on a regular basis with an easy to understand communication process that is documented. These are the basic principles that have cultivated the long lasting client relationships found at Paradigm Consulting Inc.

After 30 years in this business, she still loves going to work each day and always looks forward to client interactions and the continuation of building a first-class team to help achieve successful outcomes for both individuals as well as the corporate retirement plans that she serves.

Laurie is very involved in the community in which she lives serving on finance committees and fund raising boards for non for profit entities. In addition to her career, Laurie enjoys golfing, boating, skiing, and travel.

_{The Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. Holders of the AIF® designation must complete a minimum of 6 hours of continuing education each year.}