Laurie L. Stewart, CFP®
Laurie L. Stewart, CFP® the “better half” of this husband and wife team is also an honors graduate from the Boston University School of Management in 1980. She is a founding partner of Executive Financial Services, Inc. in 1986, and a licensed Certified Financial Planner (CFP®) certificant since 1990. She held NASD Series 6, 22, and 63 securities licenses prior to relinquishing them in order to work as a fee-only registered investment advisor.
She has also been involved in financial planning seminars to church and community groups, and is focused on the practices investment policy and operations management activities.