Location: Broken Arrow, OK
How I Support Our Advisors
In an industry where efficiency is everything, navigating complex platforms shouldn’t be what holds a practice back. As a Business Processing Specialist at Innovative Financial Group (IFG), I specialize in helping advisors and their staff master Osaic systems and identify the best practices that keep their business moving smoothly.
Advisors typically reach out to me when they need help resolving processing issues, understanding specific system requirements, or finding a path forward when a workflow feels stuck or unclear. Whether it is an account issue, a back-office processing question, or general platform guidance, I focus on troubleshooting the details so our advisors can focus on their clients.
"I want advisors to feel supported, heard, and completely confident that I am here to help guide them toward a solution. My goal is to streamline the operational side of their business so it runs as effectively as possible."
Professional Background & Expertise
Laurie brings 13 years of dedicated experience to the financial services industry. Since beginning her career in 2013, she has held several support-focused roles specifically tailored to working with independent financial advisors.
Over the years, she has developed a deep expertise in operations, business processing support, and workflow troubleshooting. Her specialized knowledge of the Osaic platform makes her a vital resource for advisors looking to navigate complex processing and platform-related needs with ease.
Behind the Scenes: Gardening, Games, & Dottie
Laurie is known for being reliable, resourceful, and supportive—traits that make her a go-to partner for both her team and her advisors.
When she is not solving operational puzzles, Laurie enjoys a variety of personal interests:
- The Garden & Outdoors: She loves spending time outside and is often found working on her patio garden or relaxing with friends and family.
- New Skills: She is currently having fun learning to play Mahjong.
- The Entertainer: She shares her home with an entertaining Mini Dachshund named Dottie.
- Podcasts & Sports: In her downtime, Laurie enjoys listening to podcasts like SmartLess and Armchair Expert, or cheering on the OU Sooners football and softball teams.