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Questions? Reach us at 925-660-6044
Laura provides insight and solutions that help her clients understand the impact of their financial decisions and assists them in achieving their financial dreams. Her goal is to create a clear financial picture for her clients and to educate them on how to best implement solutions that match their priorities and resources. With a focus on comprehensive financial planning, divorce planning, tax strategies, and investment management services, Laura serves as the trusted resource for all aspects of her clients’ financial lives and treasures the lasting relationships that are built through that trust.
Laura has also been teaching retirement, social security, Medicare and divorce education seminars for more than 15 years, as well as Junior Achievement Financial Programs at the high school level for the past 7 years.
Laura has a passion for education and helping others realize their financial goals through understanding of basic financial, insurance and tax information.
A Midwest transplant, Laura holds a B.A. degree from the University of Iowa. She completed the Graduate Certificate program in Financial Planning in 2003 from DePaul University and earned the Certified Financial Planner™ (CFP®) professional designation in 2004. She also earned the Chartered Financial Consultant™ (ChFC®) and the Certified Divorce Financial Analyst® (CDFA™) designations in 2014.
Laura lives in West Dublin with her husband, Mike, and their Boxer, Walter.