Lauri Grovich joined the Clear Direction team in 2024 as a wealth advisor, bringing a background that combines investment planning with several years of hands-on tax preparation experience.
That combination is unusual and useful. Lauri brings a tax-aware perspective to portfolio conversations that many advisors without her background simply do not have. She is currently pursuing her Enrolled Agent designation, which will formalize that expertise and expand the ways she can serve clients directly.
Lauri works with clients across a range of alternative investment strategies, including DST 1031 exchanges, private placement real estate, and oil and gas limited partnerships, alongside traditional investment management. She takes the time to make sure clients understand what they own and why.
