Clerestory Advisors, Inc.
News & Resources

News & Resources

What's New at Clerestory

On May 2, Lauri Salverda's son and one of Clerestory Advisors' clients' sons participated in National Lemonade Day. National Lemonade Day is an initiative developed to help teach entrepreneurial skills to young children. The profits from the stand were donated to Children's Hospital in St. Paul.

Lauri Salverda was quoted in the article "Saving Up for Baby," which appeared in the Wall Street Journal on April 25, 2010.

On April 10, Lauri Salverda spoke on a panel at the Rainbow Families Conference "Before During and After: The emotional, financial and legal considerations in a relationship."

Smart Women Manage Their Stash
What could be better than an evening of sharing stories, knitting away your stress and learning how to manage your finances? Lauri Salverda, CFA, CFP®, is an avid knitter and combines her love of knitting with her desire to help women gain control over their finances. In this once-a-month class meeting for six months, not only will you walk away with new knitting skills, but also the skills needed to prepare wisely for your financial future. Come learn how to organize, take inventory, manage and utilize your yarn and financial stash to have the future you deserve. To learn more about Smart Women Manage Their Stash, contact us at 651-209-2610.

The "Best of the Best" in the Financial Industry – Lauri Salverda
Lauri Salverda, CFA, CFP®, of Clerestory Advisors, Inc. was recently honored at Finance and Commerce's 10th Annual "Top Women in Finance" awards luncheon. The award honors a select group of women who have shown innovation, leadership or other notable qualities in their financial profession.

Lauri to Become President-Elect of FPA® Minnesota
Aligning with Clerestory Advisors' desire to keep learning, give back and do the best for their clients, Lauri Salverda, CFA, CFP®, is honored and excited to be the 2010 President-Elect of The Financial Planning Association (FPA®) – Minnesota Chapter. The FPA® of Minnesota is a dynamic association of over 780 members who are CFP® professionals, financial planners, specialists and organizations dedicated to advancing the financial planning process. To learn more about the association, you can visit their website at www.fpamn.org.


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