Laurie Stegenga (AIF®, CFP®, CPA/PFS)

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

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Laurie Stegenga is President and founder of Foresight Capital Management Advisors, Inc. Her past financial work experience has spanned 25 years of managing and accounting for billions of dollars in investments. In 1983, Laurie began her career in big eight accounting, auditing large publicly traded corporations and performing audits and taxes for small entrepreneurial businesses. Five years later she joined Midwest Microwave, Inc. a defense manufacturing company as Chief Financial Officer and Human Resource Director.

In 1993, Laurie joined Alexander Hamilton Life Insurance Company as Manager of Investment Valuation and Statutory Reporting for their $7.3 billion portfolio. Several years later Laurie became a Divisional Director of Accounting and an international finance consultant for Thomson Publishing, Inc.

Then she joined a regional mid-west Registered Investment Advisory firm in 1998, to form and develop their retirement plan division. During her nine years, as Vice President, with the firm she assisted in growing the retirement plan division to a $140 million portfolio, which represented about forty percent of the assets under management for the firm. Laurie's expertise is in retirement plan services, providing on-site education and one-on-one personal financial planning for the employees, fiduciary consulting, and all aspects of personal wealth planning for the individual and family office. She was recently part of a team consulting project that was awarded a State of Michigan Business Innovation Award for 2008 with the 403(b) public school plans. Foresight Capital Management Advisors, Inc. was featured in the June, 2010 issue of Forbes Magazine-Michigan Financial

Education
Bachelor of Business Administration-Accounting, Cum Laude, Eastern Michigan University

Certifications
· Certified Public Accountant
· Certified Financial PlannerTM
· Accredited

NAPFA Start Date

March 08, 2011

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This Office

1705 Woodland Dr Ste 204 Saline, MI 48176-1606 Phone: (734) 709-3771 Fax: (877) 429-4686