OSI’s founder and president, Laurie Burg Minerbi, is an attorney with 30 years of experience. In the corporate world, she advised businesses in the manufacturing, commercial real estate, industry and non-profit sectors. Since 2000, Laurie has worked with numerous individuals and families to organize and simplify complex financial situations. The highlight of each engagement for Laurie – and her personal passion – is solving real problems for people and contributing in a tangible way to their success.
Laurie’s corporate experience prepared her to manage her own family’s finances while raising three children and actively supporting local community organizations. Laurie brings this personal perspective along with her professional experience to her clients’ financial situations. She helps clients see the “big picture” and brings a lifetime of organizational skills to helping clients achieve their financial goals.
Once a client action plan is approved, Laurie and the full OSI team are available to help implement the plan and provide hands-on support. The OSI team members are problem solvers by skill and by nature and can tap bookkeeping, research, computer, design, management and hands-on organizing skills to address business and personal needs. With a tech-savvy attorney at the helm, OSI places a premium on client confidentiality and security and is heavily invested in the systems and procedures protecting clients’ paper and electronic data.