Laurie Allen, CFP®
Founder & CEO
Laurie’s Role at LA Wealth Management
Laurie’s Why
Laurie didn’t grow up in a home where financial literacy was taught; instead, she learned through navigating her own early financial mistakes. Those formative experiences shaped her path and ignited her passion for helping women and their families build secure, proud financial legacies. As a wife, mom, and business owner, Laurie understands firsthand how overwhelming it can feel to juggle a career and family while keeping long-term goals on track. She is dedicated to taking the complexity off her clients’ plates, managing the details with purpose so they can focus on what matters most.
Personal Note
Laurie is married to Mike, and together they have three children—Lily, Teddy, and Rhys—plus their fur baby, Lulu. Her weekends are beautifully chaotic, filled with her kids’ golf tournaments and flag football games, balanced by sunny days at the beach. Travel-obsessed at heart, Laurie loves taking her family on the road to experience new cultures. Additionally, as a South Korean adoptee and an adoptive mother herself, she is deeply committed to the foster and adoption community, proudly supporting organizations like Foster Love and Families Uniting Families.
Education
UNLV Lee Business School
BS, Business Administration & Finance
Licenses
- Certified Financial Planner®
- CA Insurance License Lic. #0G85524
Activities & Affiliations
- Corporate Sponsor of Together We Rise
- Volunteer with FPA Pro Bono Financial Planning
Mike Raymond, CFP®, PMP®
Chief Operating Officer
Mike’s Role at LA Wealth Management
Mike Raymond joined LA Wealth Management in 2023 following a successful 15+ year career in management consulting. Holding a Bachelor’s degree in Mechanical Engineering from UCLA, Mike brings a distinct engineer’s mindset to the firm—driving operational efficiency, technological innovation, and the streamlined systems that power our financial planning process.
Mike’s Why
Always a natural skeptic, Mike’s perspective shifted after personally witnessing how working with the right financial professional can truly change lives and rewrite family trees. He is driven by the desire to build those exact kinds of transformative, high-integrity financial foundations for the families and clients LA Wealth serves.
Personal Note
Those who know Mike well know that he can make or fix just about anything! A proud UCLA Bruin, outside of the office Mike enjoys skiing, embarking on long-distance bike rides, and spending quality time with his family.
Education
UCLA
Bachelor of Applied Science (B.A.Sc.),
Mechanical Engineering
Licenses & Certifications
- Certified Financial Planner (CFP®)
- Project Management Professional (PMP®)
Shelby Brady
Financial Professional
Shelby’s Role at LA Wealth Management
Shelby is on a mission to help families breathe easier when it comes to their finances. Her primary focus is partnering with young families, specifically working with those who have approximately $250,000 in investable assets to help them build a secure financial foundation. Currently Shelby specializes in guiding families through key milestones, from estate planning and risk management to saving thoughtfully for college and retirement.
Shelby’s Why
As a mom of three, Shelby understands firsthand how quickly life moves—and that a bright future is about far more than just the numbers. She deeply values the personal connections she builds with her clients and that’s what keeps her coming back everyday with renewed purpose.
Personal Note
Originally from Southern California, Shelby is now based in North Carolina. Outside the office, she enjoys exploring the outdoors with her husband, Ben, their three children, and their two rescue pups. She prides herself on bringing the same care, warmth, and intentionality to her clients that she gives to her own family.
Licenses & Certifications
- Insurance License
- SIE Exam
- Series 66 and Series 7
Marla Boswell
Client Services Associate
Marla’s Role at LA Wealth Management
Known for her exceptional attention to detail, Marla has spent the last eight years cultivating a dedicated career in the financial planning industry. Her primary goal at LA Wealth is to provide seamless operational support, ensuring that every client interaction and technical strategy is executed as efficiently as it is enjoyable.
Marla’s Why
Marla is driven by the powerful intersection of technical strategy and human connection. She finds deep personal fulfillment in guiding and supporting clients through life’s major milestones—helping them navigate both the exciting, planned moments and the unexpected challenges with confidence and clarity.
Personal Note
Marla earned both her Bachelor’s degree in Consumer Sciences and a Master’s degree in Family Financial Planning and Counseling from the University of Alabama (Roll Tide!). Since graduating, she has resided in Birmingham with her husband, Kyle.
Meet virtually via Zoom. We proudly serve clients across all 50 states.
Our mission is to walk alongside our clients and guide them with integrity through every stage of their financial journey. We’re here to provide sound advice and clarity so you can feel confident in your path — and spend more time focusing on your dreams, family, and passions.