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National Head, Estate Settlement Services
BMO Wealth Management U.S.
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works closely with clients, their advisors and other partners regarding issues related to estate planning. She joined the organization in 2021 and has over 15 years of experience in estate and tax planning, trust and estate administration, and other business and fiduciary matters.
Laurie graduated summa cum laude from the University of Minnesota with a Bachelor of Arts degree in Anthropology/Archaeology and received her Masters of Science in Education from the University of Wisconsin-River Falls. Laurie earned her JD from Mitchell Hamline School of Law in St. Paul, MN.
Laurie has two adult sons and makes her home in Wisconsin with her spouse, her dog, and her horse