Our Team

Laurie’s journey in financial services began with a strong academic foundation in Economics and Statistics from Bloomsburg University of Pennsylvania. Over the past three decades, she has become a trusted advisor to individuals and families across more than 35 states, known not only for her expertise, but for the genuine care and personal attention she brings to every relationship.

Laurie built her practice alongside her beloved father, Pete, whose values, integrity, and dedication to clients continue to shape the heart of the firm today. Although Pete has since passed away, his legacy lives on through the relationships they built together, and the client-first philosophy Laurie carries forward. She now oversees every aspect of the practice with a dedicated team and a thoughtful, hands-on approach. Laurie holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network, maintains comprehensive life insurance licenses, and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation—reflecting her deep commitment to excellence and lifelong learning.

Laurie lives in Poughkeepsie, New York with her husband, Frank. Together, they raised four sons—Maxwell, Garrett, Jacob and Nathan—who are now pursuing their own independent paths. Continuing the family tradition, Jake has joined the firm and has been working in the office for the past year, actively pursuing a career as a financial advisor. Family has always been central to Laurie’s values, shaping both her life and the way she serves others.

That same spirit of care and responsibility extends beyond the office walls. An important part of the practice is its commitment to supporting local organizations through community fundraising initiatives. Laurie and her team regularly participate in and attend fundraising galas, standing alongside the organizations they support. These events are more than charitable efforts—they reflect the firm’s belief that meaningful success includes showing up for the communities it serves.

This philosophy also inspired Laurie to establish Jane’s Grace, a ministry born from her volunteer experiences at a local domestic violence shelter. Through this work, she supports grassroots organizations serving individuals and families in need, guided by her belief that a meaningful life is one that lifts others along the way.
Outside of work, Laurie embraces creativity, curiosity, and connection. She enjoys traveling to experience new cultures, practicing daily yoga, capturing the world through photography, reading, savoring a good glass of wine with a great meal and any time on the beach. Her office reflects these passions, with walls adorned by photographs from her travels around the globe. Italy holds a special place in her heart and has inspired her current pursuit of learning the Italian language.

At the core of Laurie’s professional philosophy is a deep commitment to the wellbeing of her clients and her team. She approaches every relationship with warmth, empathy, and intention, helping families build financial foundations designed to support them for generations. Actively involved in her church and community, Laurie strives to live a balanced and purposeful life—one rooted in service, connection, and lasting impact.

Liz brings exceptional experience from New York City's elite financial sector, where she served as Operations Supervisor in a Private Banking Division, managed economic development loan processing, and nurtured relationships with High-Value Private Banking Clients.

With a business management degree from Southern New Hampshire University and finance management certification from Baruch College, Liz has continually expanded her expertise. Her completion of transformative mediation training allowed her to help the Dutchess County community turn "conflict into conversation." Her bilingual abilities have also proven invaluable in extending these services throughout the community.

While working in the Poughkeepsie Mayor's Office, as an appointed official, Liz provided critical bilingual support to the Latino community while administering ordinances, policies, and procedures, and addressing constituent concerns.

Community involvement remains central to Liz's life. She actively volunteers with her place of worship and various non-profit and outreach organizations, having also previously dedicated time to her children's educational institutions throughout their academic journeys. During her leisure time, Liz explores the richness of the Hudson Valley, enjoying local music venues, wineries, and the charm of its quaint towns.

Amanda has extensive experience in administrative support, where she ensured smooth office operations and offered critical assistance to a variety of professionals. She is certified in Office 365 and is a graduate of SUNY Orange, bringing a strong organizational background and attention to detail to her role.

In addition to her professional responsibilities, Amanda enjoys crafting, writing, and working with stationery, which enhances her creativity and precision in the workplace. Her passion for continuous improvement and commitment to excellence make her a valued member of our team. When not in the office, Amanda enjoys pursuing her hobbies and exploring her local community. She is also a commissioned Notary Public.

Joseph Gutierrez serves as an Administrative Assistant at Brent Financial, where he provides exceptional service and support to clients, assisting with all aspects of account management and ensuring seamless communication between clients and the team.

He has cultivated a well-rounded professional foundation through years of success in sales and by contributing to his family’s local IT management company. Currently training under Senior Advisor Laurie Schiavone to transition into a Junior Advisor role. Joseph is sharpening his skills and gaining hands-on experience in financial advising. He is actively pursuing his FINRA Series 7 and 63 securities registrations, as well as his life insurance licenses, to expand his qualifications and better serve clients.

Born and raised in Dutchess County, Joseph enjoys spending time outdoors—boating or hiking with his dog. He also has a passion for cars and golf and is always up for a good conversation about either.

Jake is an Advisor Assistant at Brent Financial Group, where he plays a key role in supporting Laurie with the delivery of personalized financial solutions. He holds a Bachelor of Arts in Business Administration with a minor in Computer Information Systems from Flagler College, equipping him with a unique blend of financial insight and technological proficiency.

Jake is currently pursuing his FINRA Series 7 and 63 securities registrations, life insurance licenses, and his CERTIFIED FINANCIAL PLANNER® (CFP®) certification, further demonstrating his commitment to professional growth and excellence in client service.

Originally from the Hudson Valley, Jake spent eight years living in Florida, where he developed a strong appreciation for the outdoors and a passion for fishing. Outside of work, he enjoys hiking, traveling to concerts, and spending time with his two cats.