Laurie Segal joined Independence Financial Consultants as Administrator for the practice. She has many years' experience in I.T., process improvement, and operations for the healthcare, software and online retail industries. Laurie graduated from The University of Pennsylvania's Wharton School of Business with a marketing degree.
She provides administrative support and guidance that keeps Independence Financial Consultants organized, humming along smoothly, and moving forward. Laurie gives our advisors the day-to-day support that ensures they can run their practices better, so that advisors can spend more time helping clients. She handles scheduling, account set-up and maintenance, replies to client account inquiries by phone and email, and the firm's marketing and workshop management efforts.