Our Team

Laurie is the Founder and President of LG Wealth Management LLC, a boutique wealth advisory practice catering to high net worth clients. With over 35 years of experience in the financial services industry, Laurie's entire career has focused on advising high net worth individuals and families, nonprofit organizations and business entities. She is passionate about providing her clients with comprehensive and sophisticated investment advice, personalized and customized wealth planning, and consistently outstanding service. Previously, Laurie served as a Senior Vice President in the Wealth Management Division of UBS Financial Services, Inc., and started her career in the Private Client Services Department at Montgomery Securities where she was promoted to become the division's youngest Managing Director. She earned an MBA, with honors, from Harvard Business School in 1995 and graduated cum laude with a BA from Barnard College in 1989.

Laurie is committed to making a difference in the world by actively giving back to her community. She has proudly served as a volunteer advocate with C.A.S.A. for foster care youth both in San Francisco, CA and Santa Fe, NM for the past twenty-one years and has many heartwarming success stories to share. She is also active in the Bay Area philanthropic communities, and has served for six years on the Boards of both the Women Donors Network and Resourceful Women, as well as for the past fourteen years on Berkeley Rep Theater's Business Council. In her free time, she is an avid hiker and enjoys studying landscape design and architecture, attending the theater and opera, and traveling to new and interesting destinations worldwide.

 

Kathy Hutton brings over 36 years of operations and management experience working in every type of organization from start-up to large corporation. She began her career with Montgomery Securities before following her passion to save the planet as an Executive Director for an environmental nonprofit. She then helped a friend launch a start-up in the dot.com frenzy that was later acquired by a Fortune 50 company. Kathy joined another start-up to oversee operations, strategy, business development and client services where she built an impressive customer list including GE, HP, Dell, ABB, Applied Materials, BAE Systems, and Network Appliance. Her focus has always been on building and maintaining trusted relationships while delivering exceptional service. She earned a Business degree from Ithaca College where she competed in Basketball and Track. When she's not working hard for her customers, she can be found catching waves on her boogie board, trekking up Mt. Tam, running a 10K or paddle boarding in her seaside village of Sausalito.

 

Jonny M. Torgersen brings years of customer service and marketing experience in a wide range of industries including the internet, television and film, financial services, and airline industries. Jonny has created and raised capital for his own online ventures and is often sought out by his colleagues for his expertise. Having lived and received his education in Europe, Jonny is multi-lingual and brings a unique global perspective and sensibility to our firm and clients. He graduated with a degree in Business Administration & Entrepreneurship from Mira Costa College and is a proud and devoted father of his four-year-old son. Jonny's extracurricular pursuits include hiking and traveling as well as starting and running his own nonprofit nursery to replant the national forests.

 

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. LG Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.

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