Lauralynne
Cokeley
Lauralynne is the Office Manager and Paraplaner for PFPI, currently
working towards her CFP�
certification. She is the first person you will usually
contact at our firm. She handles all scheduling and channels
all questions and requests for information. Lauralynne
oversees PFPI’s database management and reporting
systems, prepares all applications and transfers for incoming
accounts and performs all trades requested. In addition
to handling the office administration, she provides research
on financial planning issues and investments, prepares
investment policy statements for clients, and coordinates
the 401(k) and 403(b) portfolio rebalancing.
As a paraplanner, Lauralynne organizes the client information
gathered by the financial planner so that PFPI can create a
comprehensive plan for the client. She works closely with the
financial planner on both the plan and subsequent client
updates, discussing the effects of the differing scenarios
for each plan and adjusting them as needed.
Lauralynne has a B.A. in Business Administration from
Rutgers University. Her past experience as an instructor,
preparer and subsequent supervisor for H&R Block during
several tax seasons, her project orientation for Horizon
Blue Cross/Blue Shield, her extensive computer skills
as well as her course work toward the Certified Financial
Planning designation gives her a superb background to
handle client service needs. |