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Lauralynne Cokeley

Lauralynne is the Office Manager 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.

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.

 

711 Executive Drive, Princeton, NJ 08540 / 609-924-2424


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