Laurie Belew (CFP®, MBA, MS)

Laurie Belew focuses in the
following client markets or areas of practice:

Business Owners

College/Education Planning

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

As a CFP^® professional, Laurie A. Belew is responsible for providing integrated financial planning and wealth management advice to clients. She manages existing client relationships and coordinates with outside professionals to develop and implement recommendations for clients. She specializes in portfolio design and implementation, retirement planning, education planning, insurance needs analysis, and cash management for families, business owners, executives, and retirees.

Ms. Belew is also chair of Fox, Joss, & Yankee's investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations.

Additional Information

Laurie A. Belew, MBA, MS, CFP^®has spoken at a number of industry events, including Schwab IMPACT, IN Adviser Solutions workshops, and and IN Virtual Career Fair. She co-authored the whitepaper, Implementing Internships, and was published in Financial Planning Magazine. Laurie has been quoted by eFinancialcareers.com and Reuters.

Laurie earned her Master of Science degree in Personal Financial Planning, as well as a Master of Business Administration degree from Texas Tech University. She graduated summa cum laude with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy from Southern Methodist University in Dallas, Texas.

Before entering the financial planning profession, Laurie worked as a management consultant with Arthur Andersen.