Form ADV Part 3:
Team
LAURIE STEGENGA, CPA, CFP®, PFS, AIF®, AND CEPA
Laurie Stegenga is President and founder of Foresight Capital Management Advisors, Inc., a fee-only Registered Investment Advisory firm. Her past financial work experience has spanned 40 years of managing and accounting for billions of dollars in investments. In 1983, Laurie began her career in big eight accounting, auditing large publicly traded corporations and performing audits and taxes for small entrepreneurial businesses. Five years later she joined Midwest Microwave, Inc., a defense manufacturing company as Chief Financial Officer and Human Resource Director. She earned her CPA certification in September 1985.
In 1993, Laurie joined Alexander Hamilton Life Insurance Company as Manager of Investment Valuation and Statutory Reporting for their $7.3 billion portfolio. Several years later Laurie became a Divisional Director of Accounting and an international finance consultant for Thomson Publishing, Inc.
Then she joined Tisch Investment Advisory Incorporated, a regional mid-west Registered Investment Advisory firm in 1998, to form and develop their retirement plan division. During her nine years, as Vice President, with the firm she assisted in growing the retirement plan division to a $140 million portfolio, which represented about forty percent of the assets under management for the firm. Laurie’s expertise is in retirement plan services, providing on-site education and one-on-one personal financial planning for the employees, fiduciary consulting, and all aspects of personal wealth planning for the individual and family office.
Laurie earned her CFP® certification in March 2008 and followed this by earning the PFS designation—which is only available to those who have already earned their CPA license—in July of that same year. In 2008 she received her AIF® – Accredited Investment Fiduciary license and in 2020 Laurie completed her CEPA – Certified Exit Planning Advisor license. She is also part of a team consulting project that was awarded a State of Michigan Business Innovation Award for 2008 with the 403(b) public school plans. Laurie became a NAPFA-registered advisor in March 2011 and is listed on the Fee-Only Network website, www.feeonlynetwork.com. She is a member of the MICPA, AICPA, NAPFA, AIF®, FPA, Estate Planning Councils in Michigan, and Exit Planning Institute.
Laurie was named Five Star Wealth Manager award winner and named in Hour Detroit and DBusiness for nine consecutive years, 2016-2024. Other Foresight professional accomplishments include: Featured in Forbes Magazine-Michigan Financial-June 2010 and The Wall Street Journal-September 12, 2016. Listed in the Wall Street Journal, July 29, 2020 and June 2, 2021. Foresight was also listed as a top-ranking RIA firm in the July 2016, 2017, 2019-2023 issues of Financial Advisor Magazine.
Education:
- Bachelor of Business Administration – Accounting, Cum Laude, Eastern Michigan University
Certifications:
- Certified Public Accountant
- Accredited Investment Fiduciary®
- Certified Financial Planner®
- Personal Financial Specialist
- Certified Exit Planning Analyst








Patrick L. Carney CFP®, CIMA®, AIF®
Education:
- Bachelor of Business Administration- Finance, Specialization in Financial Services
- Honors Graduate- University of Michigan- Dearborn
Professional Designations:
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
Professional Organizations:
- NAPFA Registered Financial Advisor (the National Association of Personal Financial Advisors)
- NAPFA Advisor Bureau Member
- Washtenaw Estate Planning Council Member
- Fee-Only Network Member
Civic:
- Birmingham Unified Varsity Hockey Coach and Youth Goaltending Consultant







Dillon Schroeder, CFP®
Education:
- Bachelor of Business Administration – Finance & Management, Magna Cum Laude, Eastern Michigan University
Professional Designations:
- CERTIFIED FINANCIAL PLANNER (CFP®)


Matt Lawrence
Education:
- Bachelor of Business Administration with Honors – Finance, University of Toledo
- Master of Science – Finance, Eastern Michigan University

Jessica Osburn
Education:
- Bachelor of Science – Finance, Cum Laude, Arizona State University

Evan Koorhan
Education:
- Bachelor of Arts – Language and International Trade, German, Eastern Michigan University
- Master of Business Administration – Finance, Eastern Michigan University Graduating Fall 2024

Financial Portfolio Investment Analyst
Matthew Drake
Education:
- Associate of Science – Computer Science, Lansing Community College
- Bachelor of Business Administration – Finance, Magna Cum Laude, Eastern Michigan University

Vanessa Byrd
Education | Experience:
- Pursuing Business Management at Washtenaw Community College
- Notary Public, State of Michigan
