Laurie J. Jacobson

Office/Event Coordinator

Laurie J. Jacobson

Laurie J. Jacobson

Office/Event Coordinator

Laurie has many years in customer service-related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious cheerful attitude. In addition to managing the front of our firm, she manages client relations, office inventory and is our client event coordinator. In her free time, she enjoys spending time with her family, snowshoeing, visiting Disney World, and landscaping.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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